Advisor Group Holdings, Inc.
CIK
0001677044
City
PHOENIX
State / Country
AZ
Holdings in CHI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,091,745 | 199,594 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $2,262,630 | 209,697 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $12,624 | 1,200 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $14,385 | 1,500 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $1,906,591 | 159,681 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $232,369 | 19,963 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $258,675 | 22,223 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $309,548 | 27,273 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $1,690,492 | 163,175 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $1,741,386 | 165,217 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $629,214 | 56,180 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $105,831 | 10,060 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $549,040 | 52,240 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $692,612 | 71,699 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $807,987 | 75,372 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $1,092,585 | 82,709 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $1,258,995 | 83,322 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $1,197,929 | 80,022 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $1,248,900 | 82,327 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $732,941 | 51,543 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $1,233,954 | 91,134 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $901,329 | 81,939 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $728,073 | 68,428 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $645,974 | 77,455 | Shares | Defined | 2020-05-18 |