Patriot Financial Group Insurance Agency, LLC
Holdings in CEE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $335,857 | 18,975 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $291,456 | 18,975 | Shares | Sole | 2025-10-08 |
| 2025-06-30 | $301,476 | 19,425 | Shares | Sole | 2025-07-21 |
| 2025-03-31 | $195,165 | 13,525 | Shares | Sole | 2025-04-14 |