Advisor Group Holdings, Inc.
CIK
0001677044
City
PHOENIX
State / Country
AZ
Holdings in OIA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,031,225 | 171,585 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $1,214,574 | 201,422 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $1,284,251 | 223,348 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $1,244,556 | 206,737 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $114,696 | 19,440 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $53,267 | 7,765 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $1,236,738 | 194,762 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $35,817 | 5,485 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $1,163,190 | 183,180 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $31,867 | 5,485 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $1,107,812 | 177,534 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $2,309,471 | 347,812 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $2,042,158 | 327,269 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $1,071,319 | 182,819 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $1,278,796 | 198,263 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $1,442,918 | 203,228 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $32,640 | 4,080 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $2,317,584 | 291,520 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $1,439,308 | 173,202 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $2,298,932 | 291,373 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $2,170,120 | 275,047 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $1,729,727 | 236,949 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $1,491,155 | 208,262 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $1,181,646 | 171,751 | Shares | Defined | 2020-05-18 |