Advisor Group Holdings, Inc.
Holdings in BNO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $121,945 | 4,306 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $73,231 | 2,437 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $61,649 | 2,112 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $121,049 | 3,891 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $127,946 | 4,272 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $45,267 | 1,599 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $51,407 | 1,599 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $51,151 | 1,603 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $44,160 | 1,617 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $89,988 | 2,806 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $134,991 | 5,300 | Shares | Sole | 2023-08-21 |
| 2023-03-31 | $288,180 | 10,842 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $74,828 | 2,646 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $99,718 | 3,650 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $224,891 | 6,869 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $140,102 | 4,681 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $29,964 | 1,433 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $603,348 | 29,232 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $51,493 | 2,675 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $8,114 | 511 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $24,150 | 1,875 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $87,702 | 8,235 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $56,485 | 5,235 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $19,725 | 2,500 | Shares | Defined | 2020-05-18 |