Advisor Group Holdings, Inc.
CIK
0001677044
City
PHOENIX
State / Country
AZ
Holdings in BUI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,148,017 | 83,613 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $2,048,378 | 78,272 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $66,357 | 2,577 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $66,238 | 2,927 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $1,756,570 | 74,971 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $70,765 | 2,850 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $1,438,952 | 64,964 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $418,155 | 19,386 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $1,184,366 | 54,279 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $9,398 | 474 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $1,018,400 | 46,207 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $570,220 | 23,779 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $78,365 | 3,773 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $648,981 | 32,352 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $761,052 | 34,783 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $182,062 | 7,165 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $1,363,742 | 51,230 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $644,081 | 25,630 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $606,721 | 23,562 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $2,753,585 | 109,443 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $658,977 | 26,317 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $215,740 | 9,910 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $300,623 | 14,147 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $222,247 | 13,058 | Shares | Defined | 2020-05-18 |