Advisor Group Holdings, Inc.
Holdings in CDLR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $23,237 | 1,250 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $25,812 | 1,250 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $24,837 | 1,250 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $256,877 | 13,066 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $223 | 10 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $281 | 10 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $51,762 | 2,068 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $37,513 | 2,068 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $38,051 | 2,068 | Shares | Sole | 2024-02-12 |