Patriot Financial Group Insurance Agency, LLC
InsurancePosition in CWS — AdvisorShares Focused Equity ETF
CIK 1694883
Westborough, MA
All Filings in CWS
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 CWS | $1,553,381 | 23,986 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 CWS | $824,266 | 11,993 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 CWS | $823,091 | 11,993 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 CWS | $839,557 | 11,993 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 CWS | $785,181 | 11,993 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 CWS | $776,786 | 11,993 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 CWS | $824,098 | 11,993 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 CWS | $745,580 | 11,993 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 CWS | $763,834 | 11,993 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||