Patriot Financial Group Insurance Agency, LLC Closed Holding Positions

Patriot Financial Group Insurance Agency, LLC

  • $704 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Royal Bk Scotland Group PLC Spons Adr 2 Ord
Q3 2020 Filed on Oct 21, 2020
1,606
N/A
Benefytt Technologies Inc Com Cl A
Q3 2020 Filed on Oct 21, 2020
2,700
N/A
OPK
Opko Health, Inc.

Healthcare
Q3 2020 Filed on Oct 21, 2020
4,500
$2.99 - $5.96 $13.5K - $26.8K
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
Q3 2020 Filed on Oct 21, 2020
5,812
$22.48 - $23.72 $131K - $138K
WRB
Berkley W R Corp

Financial Services
Q3 2020 Filed on Oct 21, 2020
0
$37.2 - $43.0 $0 - $0
Cabot Microelectronics Corp Com
Q3 2020 Filed on Oct 21, 2020
18
N/A
VREX
Varex Imaging Corp

Healthcare
Q3 2020 Filed on Oct 21, 2020
23
$10.51 - $16.7 $242 - $384
GIII
G Iii Apparel Group LTD

Consumer Cyclical
Q3 2020 Filed on Oct 21, 2020
31
$9.63 - $15.08 $299 - $467
VONG
Vanguard Russell 1000 Growth E

ETFs
Q3 2020 Filed on Oct 21, 2020
55
$50.05 - $60.14 $2.75K - $3.31K
RUBY
Rubius Therapeutics, Inc.

Healthcare
Q3 2020 Filed on Oct 21, 2020
60
$4.65 - $6.25 $279 - $375
CUZ
Cousins Properties Inc

Real Estate
Q3 2020 Filed on Oct 21, 2020
73
$26.86 - $32.53 $1.96K - $2.37K
CHS
Chico'S Fas, Inc.

Consumer Cyclical
Q3 2020 Filed on Oct 21, 2020
78
$0.97 - $1.57 $75.7 - $122
VONV
Vanguard Russell 1000 Value Et

ETFs
Q3 2020 Filed on Oct 21, 2020
82
$48.82 - $54.53 $4K - $4.47K
AVYA
Avaya Holdings Corp.

Technology
Q3 2020 Filed on Oct 21, 2020
200
$11.56 - $16.5 $2.31K - $3.3K
T Mobile Us Inc Rt
Q3 2020 Filed on Oct 21, 2020
380
N/A
ZEN
Zendesk, Inc.

Technology
Q3 2020 Filed on Oct 21, 2020
1,000
$85.26 - $106.79 $85.3K - $107K
CRBP
Corbus Pharmaceuticals Holdings, Inc.

Healthcare
Q3 2020 Filed on Oct 21, 2020
1,250
$1.5 - $9.38 $1.88K - $11.7K
MEIP
Mei Pharma, Inc.

Healthcare
Q3 2020 Filed on Oct 21, 2020
1,600
$2.46 - $4.27 $3.94K - $6.83K
Millendo Therapeutics Inc Com
Q3 2020 Filed on Oct 21, 2020
2,500
N/A
Alerian Mlp ETF
Q2 2020 Filed on Jul 10, 2020
4,050
N/A
Chesapeake Energy Corp Com
Q2 2020 Filed on Jul 10, 2020
100
N/A
DBJP
Xtrackers Msci Japan Hedged Eq

ETFs
Q2 2020 Filed on Jul 10, 2020
269
$33.56 - $41.78 $9.03K - $11.2K
Global X Mlp & Energy Infrastructure ETF
Q2 2020 Filed on Jul 10, 2020
16,944
N/A
Goldman Sachs Mlp Energy Renai Com
Q2 2020 Filed on Jul 10, 2020
1,888
N/A
HTY
John Hancock Tax Advantaged Global Shareholder Yield Fund

Financial Services
Q2 2020 Filed on Jul 10, 2020
1,000
$4.75 - $5.66 $4.75K - $5.66K
IWC
Russell Micro Cap ETF

ETFs
Q2 2020 Filed on Jul 10, 2020
23
$60.8 - $91.7 $1.4K - $2.11K
Raytheon CO Com New
Q2 2020 Filed on Jul 10, 2020
1,051
N/A
RVT
Royce Value Trust, Inc.

Financial Services
Q2 2020 Filed on Jul 10, 2020
699
$9.03 - $13.47 $6.31K - $9.42K
Tortoise Energy Infra Corp Com
Q2 2020 Filed on Jul 10, 2020
500
N/A
United States Oil Fund, LP
Q2 2020 Filed on Jul 10, 2020
3,252
N/A
DFJ
Wisdomtree Tr Japan Smallcap D

ETFs
Q2 2020 Filed on Jul 10, 2020
14
$53.11 - $68.12 $744 - $954
American Outdoor Brands Corp Com
Q2 2020 Filed on Jul 10, 2020
100
N/A
Frontier Communications Corp Com New
Q2 2020 Filed on Jul 10, 2020
42
N/A
CSB
Victory Portf Ii Shs Us Small

ETFs
Q2 2020 Filed on Jul 10, 2020
307
$28.96 - $41.22 $8.89K - $12.7K
CID
Victory Portfolios Ii Shs Intl

ETFs
Q2 2020 Filed on Jul 10, 2020
153
$21.56 - $27.4 $3.3K - $4.19K
BURL
Burlington Stores, Inc.

Consumer Cyclical
Q2 2020 Filed on Jul 10, 2020
0
$140.56 - $216.99 $0 - $0
Thl Cr Sr Ln Fd Com
Q2 2020 Filed on Jul 10, 2020
1,250
N/A
Nabors Industries LTD Shs
Q2 2020 Filed on Jul 10, 2020
1,285
N/A
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
Q2 2020 Filed on Jul 10, 2020
1,436
$55.07 - $60.42 $79.1K - $86.8K
Allergan PLC Shs
Q2 2020 Filed on Jul 10, 2020
3,010
N/A
ASTE
Astec Industries Inc

Industrials
Q2 2020 Filed on Jul 10, 2020
50
$35.69 - $48.56 $1.78K - $2.43K
Document Sec Sys Inc Com New
Q2 2020 Filed on Jul 10, 2020
250
N/A
IPKW
Invesco ETF Tr Ii Internationa

ETFs
Q2 2020 Filed on Jul 10, 2020
558
$22.34 - $30.52 $12.5K - $17K
NTRS
Northern Trust Corp

Financial Services
Q2 2020 Filed on Jul 10, 2020
0
$70.25 - $91.99 $0 - $0
ONCY
Oncolytics Biotech Inc

Healthcare
Q2 2020 Filed on Jul 10, 2020
4,000
$1.33 - $2.76 $5.32K - $11K
Proshares K 1 Free Crude Oil Strategy ETF
Q2 2020 Filed on Jul 10, 2020
363
N/A
Tivo Corp Com
Q2 2020 Filed on Jul 10, 2020
192
N/A
MEAR
Blackrock Short Maturity Munic

ETFs
Q2 2020 Filed on Jul 10, 2020
925
$49.27 - $50.15 $45.6K - $46.4K
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
Q2 2020 Filed on Jul 10, 2020
27
$12.83 - $18.46 $346 - $498
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