Advisor Group Holdings, Inc.
Holdings in CRESY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $16,520 | 1,308 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $20,589 | 2,294 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $23,682 | 2,256 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $11,276 | 1,046 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $2,304 | 187 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $1,508 | 179 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $1,435 | 179 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $2,456 | 282 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $15,472 | 1,673 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $20,357 | 3,378 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $40,227 | 5,777 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $31,959 | 5,692 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $2,429 | 412 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $1,986 | 412 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $6,406 | 1,442 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $1,178 | 163 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $336 | 81 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $346 | 81 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $28,427 | 5,393 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $3,372 | 733 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $312 | 74 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $1,453 | 587 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $1,531 | 587 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $2,828 | 922 | Shares | Defined | 2020-05-18 |