Advisor Group Holdings, Inc.
CIK
0001677044
City
PHOENIX
State / Country
AZ
Holdings in BTO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $561,700 | 16,012 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $568,052 | 15,788 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $592,859 | 16,738 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $15,349 | 450 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $26,624 | 746 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $16,580 | 500 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $370,068 | 13,212 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $47,623 | 1,610 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $403,222 | 13,405 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $5,252 | 200 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $326,156 | 12,161 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $42,633 | 1,396 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $255,121 | 7,659 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $207,317 | 6,569 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $233,287 | 6,283 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $194,648 | 4,842 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $54,556 | 1,171 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $168,591 | 3,965 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $95,727 | 2,550 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $36,710 | 955 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $41,124 | 1,355 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $50,467 | 2,355 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $88,701 | 3,865 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $481,535 | 26,256 | Shares | Defined | 2020-05-18 |