Advisor Group Holdings, Inc.
Holdings in PDO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,443,756 | 176,572 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $2,426,380 | 171,840 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $2,230,643 | 165,478 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $16,100 | 1,160 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $15,465 | 1,138 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $15,602 | 1,105 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $409,969 | 30,848 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $2,454,346 | 186,359 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $293,772 | 24,001 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $2,146,583 | 180,689 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $91,485 | 7,005 | Shares | Sole | 2023-08-21 |
| 2023-03-31 | $250,517 | 20,203 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $217,050 | 16,997 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $192,982 | 14,631 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $111,838 | 8,075 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $94,005 | 5,533 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $24,997 | 1,278 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $996,130 | 47,480 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $869,389 | 37,506 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $2,415,946 | 120,376 | Shares | Defined | 2021-05-13 |