Advisor Group Holdings, Inc.
Holdings in IVT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,897,997 | 67,281 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $1,977,126 | 69,082 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $1,946,523 | 71,041 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $2,455,272 | 83,598 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $1,410,897 | 46,827 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $1,329,645 | 46,868 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $2,199,579 | 88,836 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $2,088,834 | 81,246 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $3,187,643 | 125,795 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $29,595 | 1,243 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $2,983,020 | 128,912 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $3,086,459 | 131,900 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $3,160,984 | 133,544 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $3,557,373 | 166,778 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $4,051,891 | 157,111 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $4,207,195 | 136,686 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $4,357,401 | 159,846 | Shares | Defined | 2022-02-03 |