Patriot Financial Group Insurance Agency, LLC Purchases in Q4 2024

Patriot Financial Group Insurance Agency, LLC

  • $704 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
571
+ 5.21%
$40.26 - $42.88 $23K - $24.5K
11.5K $467K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.12K
+ 29.67%
$82.28 - $117.52 $91.7K - $131K
4.87K $413K
VEEV
Veeva Systems Inc

Healthcare
51
+ 0.74%
$201.81 - $250.45 $10.3K - $12.8K
6.98K $1.47M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
1
+ 0.03%
$79.95 - $89.42 $80 - $89.4
3.31K $276K
PLBY
Plby Group, Inc.

Consumer Cyclical
890
+ 5.78%
$0.68 - $1.88 $605 - $1.67K
16.3K $23K
INGR
Ingredion Inc

Consumer Defensive
74
+ 1.81%
$132.76 - $154.86 $9.82K - $11.5K
4.16K $572K
WMG
Warner Music Group Corp.

Communication Services
408
+ 3.44%
$30.73 - $33.67 $12.5K - $13.7K
12.3K $380K
FENY
Fidelity Covington Tr Msci Ene

ETFs
1.02K
+ 1.58%
$23.14 - $26.91 $23.7K - $27.6K
65.8K $1.57M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
90
+ 2.26%
N/A
4.07K $254K
OEF
Ishares S&P 100 ETF

ETFs
21
+ 1.55%
N/A
1.37K $365K
FIS
Fidelity National Information Services, Inc.

Technology
261
+ 4.46%
$80.14 - $90.95 $20.9K - $23.7K
6.12K $494K
APD
Air Products & Chemicals, Inc.

Basic Materials
121
+ 3.03%
$285.5 - $335.62 $34.5K - $40.6K
4.12K $1.2M
IEMG
Ishares Inc

ETFs
52
+ 0.12%
N/A
42.4K $2.27M
CSF
Victory Portf Ii Shs Us Disc E

ETFs
11
+ 0.25%
$53.35 - $60.1 $587 - $661
4.5K $246K
SYK
Stryker Corp

Healthcare
6
+ 0.88%
$345.14 - $392.15 $2.07K - $2.35K
685 $246K
Blacksky Technology Inc
120K
New
N/A
120K $0
Arista Networks Inc
1.87K
New
N/A
1.87K $0
Sei Exchange Traded Funds
21.9K
New
N/A
21.9K $0
T Rowe Price ETF Inc
18K
+ 51.65%
N/A
52.9K $0
Blackrock Inc
1.19K
New
N/A
1.19K $0
Blackrock ETF Trust
39.2K
+ 43.75%
N/A
129K $0
Sei Exchange Traded Funds
49.5K
New
N/A
49.5K $0
Sei Exchange Traded Funds
19.7K
New
N/A
19.7K $0
Victory Portfolios Ii
135K
+ 590.49%
N/A
157K $0
Proshares Tr
2.4K
+ 13.36%
N/A
20.4K $0
Blackrock ETF Trust Ii
2.2K
+ 10.78%
N/A
22.6K $0
Labcorp Holdings Inc
55
+ 5.91%
N/A
986 $0
CGMS
Capital Grp Core Plus Income E
42.9K
+ 86.84%
N/A
92.2K $0
Lam Research Corp
20.7K
New
N/A
20.7K $0
Capital Group Core Balanced
7.79K
+ 32.32%
N/A
31.9K $0
PNOV
Innovator U.S. Equity Power Bu
3.86K
+ 14.41%
N/A
30.7K $0
Capital Group Dividend Growe
3.78K
+ 32.51%
N/A
15.4K $0
PDEC
Innovator U.S. Equity Power Bu
3.12K
+ 12.22%
N/A
28.7K $0
Gsk PLC
1.5K
+ 9.15%
N/A
17.9K $0
Capital Group International
14.5K
New
N/A
14.5K $0
JGRO
J P Morgan Exchange Traded Fd
18K
+ 47.59%
N/A
55.7K $0
FSCO
Fs Cr Opportunities Corp Com
30.5K
+ 11.83%
N/A
288K $0
PSEP
Innovator U.S. Equity Power Bu
900
+ 3.51%
N/A
26.6K $0
CGMU
Capital Group Core Plus Income
2.09K
+ 16.73%
N/A
14.6K $0
J P Morgan Exchange Traded F
13.9K
New
N/A
13.9K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
10.4K
+ 11.79%
N/A
98.4K $0
Nano Nuclear Energy Inc
9.13K
New
N/A
9.13K $0
Ree Automotive LTD
18.1K
New
N/A
18.1K $0
TLT
Ishares Barclays 20+ Year Trea

ETFs
809
+ 12.26%
$87.1 - $98.49 $70.5K - $79.7K
7.41K $646K
IFRA
Ishares Tr

ETFs
63
+ 0.92%
$45.94 - $51.71 $2.89K - $3.26K
6.93K $320K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
65
+ 0.94%
$48.33 - $49.08 $3.14K - $3.19K
6.97K $337K
DVY
Ishares Tr

ETFs
57
+ 2.14%
$129.55 - $143.41 $7.38K - $8.17K
2.72K $356K
FANG
Diamondback Energy, Inc.

Energy
128
+ 4.22%
$153.06 - $199.5 $19.6K - $25.5K
3.16K $517K
BNDX
Vanguard Total International B

ETFs
70
+ 0.86%
$48.91 - $50.61 $3.42K - $3.54K
8.24K $404K
Activity Summary
Buys All Purchases 279 New Holdings 39 Increased Positions 240 Sells All Sells 177 Reductions 177 Sold out 0 Options Calls 7 Puts 0
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