Advisor Group Holdings, Inc.
Holdings in OPFI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $494,402 | 47,266 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $642,218 | 56,683 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $3,217 | 230 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $2,139 | 230 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $69,108 | 9,022 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $38,298 | 8,097 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $27,448 | 8,097 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $18,650 | 7,460 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $95,605 | 18,673 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $19,492 | 7,735 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $15,779 | 7,735 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $15,856 | 7,735 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $15,344 | 7,485 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $17,054 | 7,415 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $19,723 | 5,995 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $36,683 | 10,695 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $24,266 | 5,345 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $58,604 | 7,456 | Shares | Defined | 2021-11-05 |