Advisor Group Holdings, Inc.
Holdings in CZFS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,991 | 70 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $4,219 | 70 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $2,642 | 45 | Shares | Defined | 2025-09-04 |
| 2024-12-31 | $126 | 2 | Shares | Defined | 2025-06-06 |
| 2023-06-30 | $53,603 | 727 | Shares | Defined | 2023-08-21 |
| 2022-09-30 | $21,195 | 308 | Shares | Defined | 2022-11-14 |