Shaker Financial Services, LLC
Holdings in AGD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $127,338 | 10,921 | Shares | Sole | 2026-01-26 |
| 2025-03-31 | $383,430 | 38,497 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $617,527 | 63,013 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $874,705 | 82,364 | Shares | Sole | 2024-10-31 |
| 2024-06-30 | $1,842,365 | 188,767 | Shares | Sole | 2024-08-02 |
| 2024-03-31 | $1,883,565 | 193,982 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $1,788,002 | 191,435 | Shares | Sole | 2024-02-07 |
| 2023-09-30 | $1,680,828 | 194,091 | Shares | Sole | 2023-11-02 |
| 2023-06-30 | $1,612,622 | 169,038 | Shares | Sole | 2023-08-07 |
| 2023-03-31 | $2,720,170 | 291,551 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $2,707,310 | 286,185 | Shares | Sole | 2023-02-03 |
| 2022-09-30 | $3,116,216 | 368,783 | Shares | Sole | 2022-11-09 |
| 2022-06-30 | $3,497,474 | 373,263 | Shares | Sole | 2022-08-01 |
| 2022-03-31 | $3,738,784 | 333,820 | Shares | Sole | 2022-05-06 |
| 2021-12-31 | $2,903,159 | 240,129 | Shares | Sole | 2022-02-07 |
| 2021-09-30 | $1,126,605 | 96,954 | Shares | Sole | 2021-11-02 |
| 2021-06-30 | $1,777,548 | 148,129 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $698,834 | 62,732 | Shares | Sole | 2021-05-14 |
| 2020-12-31 | $623,946 | 59,765 | Shares | Sole | 2021-02-03 |
| 2020-09-30 | $209,131 | 22,707 | Shares | Sole | 2020-11-09 |
| 2020-03-31 | $501,483 | 68,322 | Shares | Sole | 2020-05-01 |