Number of Shares
40,401
Previous 83,585 51.66%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025

SELL
N/A
-43,184 Reduced 51.66%
40,401 $0
Q1 2025

Apr 14, 2025

BUY
N/A
83,585 New
83,585 $0
Track This Portfolio

Track Patriot Financial Group Insurance Agency, LLC Portfolio

Follow Patriot Financial Group Insurance Agency, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Patriot Financial Group Insurance Agency, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Patriot Financial Group Insurance Agency, LLC with notifications on news.