Advisor Group Holdings, Inc.
CIK
0001677044
City
PHOENIX
State / Country
AZ
Holdings in PAI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $105,205 | 8,430 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $39,331 | 3,068 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $39,822 | 3,068 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $101,090 | 7,867 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $88,858 | 7,103 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $40,881 | 3,179 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $12,080 | 1,000 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $12,190 | 1,000 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $38,275 | 3,179 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $35,763 | 3,179 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $7,419 | 638 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $7,617 | 638 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $7,388 | 638 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $17,613 | 1,574 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $7,700 | 638 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $37,128 | 2,724 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $9,971 | 638 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $5,688 | 363 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $9,984 | 638 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $14,199 | 936 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $20,654 | 1,299 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $110,091 | 6,838 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $156,271 | 10,439 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $42,354 | 3,175 | Shares | Defined | 2020-05-18 |