Advisor Group Holdings, Inc.
Holdings in CANE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $5,592 | 573 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $48,749 | 4,599 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $50,405 | 4,599 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $56,153 | 4,599 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $59,287 | 5,187 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $98,277 | 7,434 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $186,489 | 15,286 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $292,112 | 21,654 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $84,766 | 6,836 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $15,711 | 1,063 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $7,018 | 550 | Shares | Sole | 2023-08-21 |
| 2023-03-31 | $6,259 | 550 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $5,241 | 550 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $25,432 | 2,930 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $36,720 | 3,940 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $55,217 | 5,722 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $55,706 | 6,055 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $64,653 | 6,770 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $56,288 | 6,630 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $7,030 | 1,000 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $3,375 | 500 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $3,045 | 500 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $2,875 | 500 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $77,914 | 14,270 | Shares | Defined | 2020-05-18 |