Advisor Group Holdings, Inc.
Holdings in CZWI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $53,852 | 3,022 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $240,905 | 14,991 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $41,400 | 3,000 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $4,500 | 313 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $5,098 | 313 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $4,123 | 291 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $32,546 | 2,813 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $267 | 22 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $32,682 | 2,791 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $211 | 22 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $22,125 | 2,500 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $26,525 | 2,500 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $30,075 | 2,500 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $30,425 | 2,500 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $45,984 | 3,325 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $50,240 | 3,325 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $45,785 | 3,325 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $53,762 | 3,910 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $45,486 | 3,325 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $6,626 | 534 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $36,209 | 3,325 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $3,679 | 534 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $5,659 | 825 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $5,321 | 825 | Shares | Defined | 2020-05-18 |