Advisor Group Holdings, Inc.
Holdings in FBIZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $559,670 | 10,307 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $542,535 | 10,584 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $536,185 | 10,584 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $501,581 | 10,638 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $3,425 | 74 | Shares | Defined | 2025-06-06 |
| 2024-06-30 | $2,478 | 67 | Shares | Defined | 2024-08-13 |
| 2023-06-30 | $4,364 | 148 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $4,454 | 146 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $5,336 | 146 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $23,941 | 741 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $27,135 | 870 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $14,042 | 428 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $4,142 | 142 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $4,048 | 141 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $3,816 | 141 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $3,462 | 140 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $2,558 | 139 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $1,957 | 137 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $9,639 | 586 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $46 | 3 | Shares | Defined | 2020-05-18 |