Advisor Group Holdings, Inc.
Holdings in CODA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $770,365 | 82,835 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $788,865 | 98,301 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $649,770 | 79,434 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $418,086 | 67,001 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $469,807 | 60,001 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $181,250 | 25,000 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $18 | 3 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $60,585 | 10,500 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $6 | 1 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $1,264 | 204 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $8 | 1 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $21 | 3 | Shares | Defined | 2023-05-12 |
| 2022-09-30 | $5 | 1 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $5 | 1 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $6 | 1 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $8 | 1 | Shares | Defined | 2022-02-03 |
| 2020-09-30 | $60 | 11 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $1,030 | 200 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $117 | 21 | Shares | Defined | 2020-05-18 |