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
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
Q2 2018 Filed on Aug 14, 2018
14,574
$24.13 - $26.13 $352K - $381K
FXO
First Tr Exchange Traded Fd Fi

ETFs
Q2 2018 Filed on Aug 14, 2018
1,686
$30.4 - $32.58 $51.3K - $54.9K
MDIV
First Trust Multi Asset Divers

ETFs
Q2 2018 Filed on Aug 14, 2018
319
$17.77 - $18.53 $5.67K - $5.91K
FTHI
First Trust Exchange Traded Fd

ETFs
Q2 2018 Filed on Aug 14, 2018
212
$21.65 - $23.17 $4.59K - $4.91K
FEI
First Trust Mlp & Energy Income Fund

Financial Services
Q2 2018 Filed on Aug 14, 2018
500
$11.8 - $13.22 $5.9K - $6.61K
FTLS
First Tr Long/Short Equity ETF

ETFs
Q2 2018 Filed on Aug 14, 2018
675
$38.13 - $39.97 $25.7K - $27K
FEMB
First Tr ETF Emerging Markets

ETFs
Q2 2018 Filed on Aug 14, 2018
142
$37.36 - $43.13 $5.31K - $6.12K
RFDI
First Trust ETF Iii Riverfront

ETFs
Q2 2018 Filed on Aug 14, 2018
221
$60.69 - $65.81 $13.4K - $14.5K
HISF
First Tr Exc Traded Fd Iv High

ETFs
Q2 2018 Filed on Aug 14, 2018
131
$48.67 - $49.78 $6.38K - $6.52K
FCVT
First Tr Exchange Traded Fd Iv

ETFs
Q2 2018 Filed on Aug 14, 2018
3,875
$28.78 - $30.81 $112K - $119K
HPI
John Hancock Preferred Income Fund

Financial Services
Q2 2018 Filed on Aug 14, 2018
232
$20.22 - $21.85 $4.69K - $5.07K
HPS
John Hancock Preferred Income Fund Iii

Financial Services
Q2 2018 Filed on Aug 14, 2018
150
$17.35 - $18.64 $2.6K - $2.8K
IPGP
Ipg Photonics Corp

Technology
Q2 2018 Filed on Aug 14, 2018
13
$212.0 - $260.86 $2.76K - $3.39K
AOM
Ishares Tr Core Moderate Alloc

ETFs
Q2 2018 Filed on Aug 14, 2018
1,062
$37.34 - $37.89 $39.7K - $40.2K
Ishares Tr
Q2 2018 Filed on Aug 14, 2018
7,869
N/A
HEWG
Ishares Currency Hedged Msci G

ETFs
Q2 2018 Filed on Aug 14, 2018
100
$27.0 - $29.68 $2.7K - $2.97K
Ishares Tr
Q2 2018 Filed on Aug 14, 2018
1,294
N/A
Ishares Tr
Q2 2018 Filed on Aug 14, 2018
1,271
N/A
Ishares Tr
Q2 2018 Filed on Aug 14, 2018
24,720
N/A
Ishares Tr
Q2 2018 Filed on Aug 14, 2018
24,652
N/A
Ishares Tr
Q2 2018 Filed on Aug 14, 2018
7,822
N/A
Kkr & CO L P Del
Q2 2018 Filed on Aug 14, 2018
3,600
N/A
LII
Lennox International Inc

Industrials
Q2 2018 Filed on Aug 14, 2018
18
$189.28 - $213.76 $3.41K - $3.85K
Medley Mgmt Inc
Q2 2018 Filed on Aug 14, 2018
800
N/A
NICE
Nice Ltd.

Technology
Q2 2018 Filed on Aug 14, 2018
27
$90.82 - $110.95 $2.45K - $3K
NI
Nisource Inc.

Utilities
Q2 2018 Filed on Aug 14, 2018
33
$23.27 - $26.28 $768 - $867
NS
Nu Star Energy L.P.

Energy
Q2 2018 Filed on Aug 14, 2018
600
$19.88 - $25.91 $11.9K - $15.5K
Nuveen High Income November
Q2 2018 Filed on Aug 14, 2018
1,000
N/A
Pandora Media Inc
Q2 2018 Filed on Aug 14, 2018
1,163
N/A
PNNT
Pennantpark Investment Corp

Financial Services
Q2 2018 Filed on Aug 14, 2018
1,000
$6.64 - $7.45 $6.64K - $7.45K
PHT
Pioneer High Income Fund, Inc.

Financial Services
Q2 2018 Filed on Aug 14, 2018
4,291
$9.29 - $9.62 $39.9K - $41.3K
POOL
Pool Corp

Industrials
Q2 2018 Filed on Aug 14, 2018
25
$137.01 - $156.86 $3.43K - $3.92K
Powershares Qqq Trust
Q2 2018 Filed on Aug 14, 2018
3,329
N/A
Powershares ETF Trust
Q2 2018 Filed on Aug 14, 2018
1,142
N/A
Powershares ETF Trust
Q2 2018 Filed on Aug 14, 2018
8,306
N/A
Powershares ETF Trust
Q2 2018 Filed on Aug 14, 2018
1,150
N/A
Powershares ETF Trust
Q2 2018 Filed on Aug 14, 2018
100
N/A
Powershares ETF Trust
Q2 2018 Filed on Aug 14, 2018
450
N/A
Powershares ETF Trust
Q2 2018 Filed on Aug 14, 2018
5,433
N/A
Powershares ETF Trust
Q2 2018 Filed on Aug 14, 2018
241
N/A
Powershares Global ETF Fd
Q2 2018 Filed on Aug 14, 2018
1,750
N/A
Powershares ETF Trust Ii
Q2 2018 Filed on Aug 14, 2018
3,262
N/A
Powershares ETF Trust Ii
Q2 2018 Filed on Aug 14, 2018
1,814
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Aug 14, 2018
6,910
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Aug 14, 2018
2,017
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Aug 14, 2018
4,520
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Aug 14, 2018
1,841
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Aug 14, 2018
3,237
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Aug 14, 2018
1,260
N/A
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