Advisor Group Holdings, Inc.
Holdings in DTF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $9,215 | 807 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $21,145 | 1,850 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $20,667 | 1,847 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $11,714 | 1,045 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $5,610 | 500 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $5,635 | 500 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $11,453 | 1,045 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $4,128 | 384 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $11,792 | 1,097 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $4,097 | 384 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $11,254 | 1,045 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $7,756 | 700 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $26,336 | 2,414 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $14,763 | 1,330 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $15,747 | 1,330 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $13,574 | 1,045 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $20,420 | 1,429 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $5,548 | 384 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $15,675 | 1,045 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $5,510 | 384 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $5,721 | 384 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $5,602 | 388 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $5,517 | 388 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $5,412 | 388 | Shares | Defined | 2020-05-18 |