Advisor Group Holdings, Inc.
Holdings in MSEX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $295,965 | 5,870 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $311,135 | 5,749 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $263,368 | 4,861 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $479,852 | 7,486 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $554,141 | 10,529 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $466,270 | 7,147 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $518,941 | 9,930 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $25,147 | 479 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $670,963 | 10,225 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $1,189,055 | 17,948 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $825,070 | 10,229 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $103,899 | 1,330 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $620,548 | 7,888 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $693,796 | 8,987 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $940,192 | 10,723 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $1,942,069 | 18,466 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $821,769 | 6,831 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $701,473 | 6,825 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $1,364,237 | 16,692 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $1,316,631 | 16,662 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $714,989 | 9,866 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $484,894 | 7,802 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $527,295 | 7,849 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $471,701 | 7,846 | Shares | Defined | 2020-05-18 |