Advisor Group Holdings, Inc.
Holdings in AWRE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $5,013 | 2,710 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $6,531 | 2,710 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $396 | 210 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $1,203 | 762 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $1,485 | 762 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $1,424 | 762 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $1,501 | 762 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $2,593 | 1,387 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $2,302 | 1,387 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $1,914 | 1,387 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $2,191 | 1,387 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $1,700 | 1,000 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $2,371 | 1,387 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $4,248 | 2,387 | Shares | Defined | 2022-11-14 |
| 2022-03-31 | $7,161 | 2,387 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $22,639 | 7,187 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $5,561 | 1,387 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $5,131 | 1,387 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $5,062 | 1,387 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $4,854 | 1,387 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $6,563 | 2,431 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $7,827 | 2,431 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $712 | 250 | Shares | Defined | 2020-05-18 |