Advisor Group Holdings, Inc.
Holdings in PESI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $5,036 | 400 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $4,040 | 400 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $22,512 | 2,140 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $2,908 | 400 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $4,428 | 400 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $7,852 | 640 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $21,779 | 2,150 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $23,780 | 2,000 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $7,860 | 1,000 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $16,730 | 1,601 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $20,862 | 1,900 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $32,984 | 2,800 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $3,530 | 1,000 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $11,648 | 2,600 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $18,684 | 3,600 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $23,779 | 4,300 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $50,640 | 8,000 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $66,500 | 10,000 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $61,490 | 8,600 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $83,562 | 11,400 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $84,774 | 14,200 | Shares | Defined | 2021-02-10 |