Advisor Group Holdings, Inc.
Holdings in CARE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $18,028 | 917 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $23,621 | 1,217 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $21,102 | 1,217 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $12,944 | 800 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $23,078 | 1,312 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $22,607 | 1,300 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $181 | 12 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $16,432 | 1,300 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $7,485 | 500 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $16,289 | 1,300 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $325 | 22 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $18,200 | 1,300 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $8,295 | 500 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $354 | 22 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $290 | 22 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $382 | 22 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $338 | 22 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $4,266 | 300 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $275 | 22 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $307 | 22 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $235 | 22 | Shares | Defined | 2021-02-10 |