Advisor Group Holdings, Inc.
Holdings in CATY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,510,929 | 31,224 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $1,599,213 | 33,310 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $1,516,422 | 33,306 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $215 | 5 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $9,522 | 200 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $575,744 | 13,405 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $1,412,161 | 37,438 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $26,178 | 692 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $1,341,289 | 30,094 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $1,045,858 | 30,088 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $19,634 | 610 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $16,086 | 466 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $1,261,226 | 30,920 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $33,728 | 877 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $30,653 | 783 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $28,415 | 635 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $24,934 | 580 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $1,308,130 | 31,605 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $33,731 | 857 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $1,294,683 | 31,748 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $21,985 | 683 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $707,548 | 32,636 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $33,348 | 1,268 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $35,939 | 1,566 | Shares | Defined | 2020-05-18 |