Advisor Group Holdings, Inc.
Holdings in EFR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $896,469 | 80,473 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $494,150 | 43,195 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $460,147 | 37,966 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $336,728 | 27,488 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $57,600 | 4,500 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $184,275 | 14,453 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $58,860 | 4,500 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $1,361,231 | 104,469 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $251,402 | 19,858 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $2,340,511 | 193,271 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $197,012 | 16,767 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $339,526 | 29,967 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $2,013,889 | 184,085 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $683,864 | 61,554 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $466,922 | 38,054 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $195,169 | 14,554 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $475,139 | 32,191 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $223,620 | 15,306 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $93,163 | 6,584 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $2,829,983 | 205,220 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $2,839,681 | 223,070 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $2,766,556 | 237,881 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $133,655 | 11,807 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $2,357,002 | 238,563 | Shares | Defined | 2020-05-18 |