Advisor Group Holdings, Inc.
Holdings in CMU
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $169,262 | 48,223 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $103,065 | 29,702 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $72,164 | 21,671 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $85,990 | 24,639 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $12,647 | 3,593 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $13,098 | 3,569 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $87,722 | 25,575 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $658,567 | 197,768 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $49,319 | 14,900 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $9,715 | 3,104 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $7,412 | 2,302 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $479,416 | 149,351 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $7,205 | 2,302 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $476,636 | 158,351 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $11,373 | 3,385 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $994,837 | 257,064 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $1,217,281 | 269,310 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $1,367,016 | 297,825 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $1,427,973 | 300,626 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $1,336,282 | 299,615 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $25,528 | 5,802 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $1,028,084 | 244,782 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $751,855 | 184,731 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $790,102 | 187,228 | Shares | Defined | 2020-05-18 |