Patriot Financial Group Insurance Agency, LLC Reduced Holdings in Q4 2024

Patriot Financial Group Insurance Agency, LLC

  • $704 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWL
Ishares Tr Russell 200 ETF

ETFs
-28
- 0.41%
$138.92 - $149.97 $3.89K - $4.2K
6.86K $993K
FSK
Fs Kkr Capital Corp

Financial Services
-1.68K
- 5.31%
$19.71 - $22.22 $33.1K - $37.3K
29.9K $649K
VFC
V F Corp

Consumer Cyclical
-499
- 1.78%
$16.7 - $22.59 $8.33K - $11.3K
27.6K $591K
PJAN
Innovator U.S. Equity Power Bu

ETFs
-132
- 0.33%
$41.16 - $42.25 $5.43K - $5.58K
39.6K $1.67M
UNM
Unum Group

Financial Services
-475
- 9.28%
$58.88 - $77.07 $28K - $36.6K
4.64K $338K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-30
- 0.56%
$129.96 - $144.97 $3.9K - $4.35K
5.36K $747K
LNG
Cheniere Energy, Inc.

Energy
-25
- 1.99%
$181.07 - $225.92 $4.53K - $5.65K
1.23K $264K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-1.08K
- 4.86%
$7.33 - $12.37 $7.9K - $13.3K
21.1K $223K
AXP
American Express CO

Financial Services
-59
- 2.56%
$267.35 - $305.57 $15.8K - $18K
2.25K $666K
GS
Goldman Sachs Group Inc

Financial Services
-117
- 8.06%
$486.1 - $608.57 $56.9K - $71.2K
1.33K $763K
IYW
Ishares Dj Us Tech ETF

ETFs
-346
- 2.46%
$148.14 - $166.23 $51.3K - $57.5K
13.7K $2.19M
EMR
Emerson Electric CO

Industrials
-300
- 4.43%
$108.13 - $134.33 $32.4K - $40.3K
6.47K $801K
DOCU
Docusign, Inc.

Technology
-2.01K
- 21.81%
$61.42 - $106.99 $123K - $215K
7.2K $647K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
-84
- 1.88%
$77.15 - $104.91 $6.48K - $8.81K
4.38K $441K
MS
Morgan Stanley

Financial Services
-121
- 2.21%
$104.42 - $134.99 $12.6K - $16.3K
5.34K $671K
WMB
Williams Companies, Inc.

Energy
-557
- 3.43%
$46.37 - $59.74 $25.8K - $33.3K
15.7K $849K
REAL
The Real Real, Inc.

Consumer Cyclical
-19.7K
- 42.06%
$2.89 - $11.18 $57K - $221K
27.2K $297K
HWM
Howmet Aerospace Inc.

Industrials
-80
- 0.43%
$99.72 - $120.09 $7.98K - $9.61K
18.7K $2.04M
WBS
Webster Financial Corp

Financial Services
-172
- 0.85%
$44.33 - $62.82 $7.62K - $10.8K
20.2K $1.11M
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
-24
- 0.21%
$24.08 - $48.71 $578 - $1.17K
11.7K $483K
WMT
Walmart Inc.

Consumer Defensive
-2.6K
- 4.8%
$79.1 - $95.7 $206K - $249K
51.7K $4.67M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-35
- 3.73%
$4100.99 - $5300.34 $144K - $186K
903 $4.49M
GOOG
Alphabet Inc.

Communication Services
-855
- 2.81%
$163.08 - $198.16 $139K - $169K
29.5K $5.63M
WFC
Wells Fargo & Company

Financial Services
-234
- 0.42%
$54.98 - $77.35 $12.9K - $18.1K
55.9K $3.92M
AAPL
Apple Inc.

Technology
-871
- 1.18%
$221.69 - $259.02 $193K - $226K
72.8K $18.2M
NVDA
Nvidia Corp

Technology
-824
- 0.88%
$117.0 - $148.88 $96.4K - $123K
92.9K $12.5M
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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