Advisor Group Holdings, Inc.
Holdings in CAF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $161,656 | 9,312 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $154,944 | 9,306 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $129,091 | 9,368 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $87,766 | 6,710 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $120,562 | 9,676 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $130,850 | 9,664 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $100,721 | 8,572 | Shares | Defined | 2024-08-13 |
| 2023-03-31 | $2,584 | 180 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $2,556 | 180 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $2,431 | 180 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $3,386 | 200 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $2,943 | 180 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $3,673 | 180 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $3,778 | 180 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $25,591 | 1,119 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $25,233 | 1,119 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $16,368 | 739 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $137,681 | 6,519 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $10,125 | 519 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $38,015 | 2,098 | Shares | Defined | 2020-05-18 |