Advisor Group Holdings, Inc.
Holdings in IVR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $250,172 | 29,747 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $374,333 | 49,515 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $346,520 | 44,199 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $167,686 | 21,253 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $169,194 | 21,018 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $544 | 58 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $87,356 | 9,323 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $1,413 | 146 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $42,642 | 4,813 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $1,461 | 146 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $1,181 | 103 | Shares | Sole | 2023-08-21 |
| 2023-03-31 | $2,207,475 | 199,051 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $112,329 | 8,824 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $41,791 | 3,765 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $34,380 | 2,342 | Shares | Defined | 2022-08-10 |