Advisor Group Holdings, Inc.
Holdings in CGO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $315,730 | 27,720 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $142,686 | 11,851 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $197,852 | 16,896 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $106,047 | 10,266 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $135,814 | 11,924 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $136,480 | 11,421 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $115,741 | 10,446 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $2,506 | 241 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $103,875 | 11,440 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $99,872 | 11,414 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $219,278 | 22,606 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $230,478 | 24,519 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $279,610 | 31,666 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $368,711 | 37,547 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $211,794 | 19,943 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $259,948 | 18,052 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $257,814 | 16,763 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $312,530 | 19,656 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $407,624 | 25,162 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $111,317 | 7,476 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $367,366 | 25,042 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $376,697 | 31,762 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $392,035 | 34,571 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $275,508 | 30,309 | Shares | Defined | 2020-05-18 |