Patriot Financial Group Insurance Agency, LLC
InsurancePosition in TNGY — Tortoise Energy ETF
CIK 1694883
Westborough, MA
All Filings in TNGY
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 TNGY | $1,245,237 | 119,390 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 TNGY | $550,183 | 60,861 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 TNGY | $569,405 | 62,779 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 TNGY | $588,191 | 64,115 | Shares | Sole | 2025-07-21 | |
| No filing history on record for this holder in this stock. | ||||||