Advisor Group Holdings, Inc.
Holdings in BMA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $51,481 | 571 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $76,502 | 1,809 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $140,700 | 2,004 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $684,044 | 9,059 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $65,603 | 678 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $46,609 | 734 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $113,800 | 1,985 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $4,336 | 90 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $8,610 | 300 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $5,919 | 300 | Shares | Defined | 2023-11-13 |
| 2020-09-30 | $400 | 28 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $519 | 28 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $126,585 | 7,455 | Shares | Defined | 2020-05-18 |