Advisor OS, LLC
Holdings in ASA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $508,267 | 8,518 | Shares | Sole | 2026-02-04 |
| 2025-09-30 | $471,235 | 10,289 | Shares | Sole | 2025-11-12 |
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $508,267 | 8,518 | Shares | Sole | 2026-02-04 |
| 2025-09-30 | $471,235 | 10,289 | Shares | Sole | 2025-11-12 |