Advisor Group Holdings, Inc.
Holdings in ACHV
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $268,295 | 53,983 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $89,563 | 28,433 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $49,934 | 22,095 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $54,681 | 20,480 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $3,097 | 880 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $30,336 | 6,400 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $30,080 | 6,400 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $35,726 | 7,852 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $8,240 | 2,000 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $33,763 | 7,852 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $5,190 | 1,000 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $17,292 | 2,543 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $6,230 | 2,543 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $8,391 | 2,543 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $12,409 | 2,543 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $12,437 | 1,643 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $12,782 | 1,643 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $13,192 | 1,552 | Shares | Defined | 2021-11-05 |