RFG - Bristol Wealth Advisors, LLC
Holdings in ADX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $898,099 | 38,512 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $858,817 | 38,512 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $818,966 | 37,723 | Shares | Sole | 2025-08-06 |
| 2025-03-31 | $1,126,467 | 59,319 | Shares | Sole | 2025-05-08 |
| 2024-12-31 | $1,171,903 | 58,015 | Shares | Sole | 2025-02-12 |