Advisor Group Holdings, Inc.
CIK
0001677044
City
PHOENIX
State / Country
AZ
Holdings in AEF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $10,556 | 1,508 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $12,007 | 1,853 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $10,692 | 1,800 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $15,589 | 3,143 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $14,744 | 2,841 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $29,158 | 5,170 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $26,130 | 4,949 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $32,960 | 6,527 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $33,352 | 6,527 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $33,390 | 7,000 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $36,330 | 7,000 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $37,520 | 7,000 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $31,039 | 6,027 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $27,603 | 6,027 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $33,269 | 6,027 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $52,643 | 7,776 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $80,332 | 10,143 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $89,839 | 10,798 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $100,527 | 11,108 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $102,372 | 11,835 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $91,090 | 11,163 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $31,777 | 4,904 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $32,512 | 5,374 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $31,484 | 6,078 | Shares | Defined | 2020-05-18 |