Advisor Group Holdings, Inc.
Holdings in OZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,664,245 | 56,347 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $3,606,208 | 56,347 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $3,666,781 | 56,347 | Shares | Defined | 2025-09-04 |
| 2024-12-31 | $4,257,000 | 55,000 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $3,796,100 | 55,000 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $3,184,500 | 55,000 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $79,948 | 1,313 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $101,429 | 1,313 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $112,524 | 1,313 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $59,421 | 683 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $64,065 | 683 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $68,300 | 683 | Shares | Defined | 2023-02-10 |