Advisor Group Holdings, Inc.
Holdings in IAUM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,453,730 | 80,338 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $3,010,007 | 78,182 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $34,969 | 1,060 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $100,959 | 3,239 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $34,675 | 1,325 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $26,250 | 1,000 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $19,140 | 825 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $44,561 | 2,010 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $16,603 | 806 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $37,084 | 2,010 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $170,107 | 8,869 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $9,628 | 489 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $3,496 | 192 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $925,473 | 55,785 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $1,336,620 | 74,010 | Shares | Defined | 2022-08-10 |