Patriot Financial Group Insurance Agency, LLC's ownership history for DOCU

Patriot Financial Group Insurance Agency, LLC currently holds 12.3K shares with a market value of $584.4K. It started holding DOCU on 2024-09-30. At its peak, it held 12.3K shares on 2026-03-31. Its highest holding value was $794.2K on 2025-06-30. At its lowest, it held 3.8K shares on 2025-09-30, with a value of $271.2K on 2025-09-30. In the recent 180 days, Patriot Financial Group Insurance Agency, LLC has increased its shares by 2.1K. In the recent year, Patriot Financial Group Insurance Agency, LLC has increased its shares by 5.1K.

It has also owned 20 contracts of calls, with the market value of the underlying securities totaling $94.8K on 2024-09-30. At its peak, it held 40 contracts of calls on 2024-09-30 and it owned calls with the market value of the underlying securities totaling $248.4K on 2024-09-30. At its lowest, it held 7 contracts of calls on 2024-12-31 and it owned calls with the market value of the underlying securities totaling $63.0K on 2024-12-31. In the recent 180 days, Patriot Financial Group Insurance Agency, LLC has decreased its holdings by 20 contracts.