PFGIA
EMTL

Patriot Financial Group Insurance Agency’s State Street DoubleLine Emerging Markets Fixed Income ETF EMTL Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio EMTL Stock Details EMTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-5
Closed -$201 – 471
2023
Q3 		$201 Buy
+5
New +$204 ﹤0.01% 461

Other funds holding EMTL

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TCFP
Treasure Coast Financial Planning Vero Beach, Florida $205M AUM 13.02% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.56B AUM 24.84% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Patriot Financial Group Insurance Agency's EMTL Position: Q4 2023 in Review

Patriot Financial Group Insurance Agency sold out of State Street DoubleLine Emerging Markets Fixed Income ETF (EMTL) in Q4 2023, closing a stake of 5 shares — an estimated $201 sold.

Patriot Financial Group Insurance Agency first reported a position in EMTL in Q3 2023 and held it in 1 quarter. The position peaked at $201 in Q3 2023. 36 funds tracked by Wall St. Rank hold EMTL as of Q4 2023.

  • Patriot Financial Group Insurance Agency reported no remaining State Street DoubleLine Emerging Markets Fixed Income ETF position as of Q4 2023 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 5 State Street DoubleLine Emerging Markets Fixed Income ETF shares in Q4 2023, an estimated $201.
  • Patriot Financial Group Insurance Agency first reported a position in State Street DoubleLine Emerging Markets Fixed Income ETF in Q3 2023 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's State Street DoubleLine Emerging Markets Fixed Income ETF position peaked at $201 in Q3 2023.
  • 36 funds tracked by Wall St. Rank held State Street DoubleLine Emerging Markets Fixed Income ETF as of Q4 2023.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2023, filed 19 Jan 2024.