Advisor Group Holdings, Inc.
Holdings in PFX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $17,672 | 400 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $33,194 | 697 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $42,900 | 847 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $29,430 | 545 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $1,012 | 20 | Shares | Defined | 2025-06-06 |
| 2024-03-31 | $100,548 | 2,280 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $12,251 | 290 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $95,015 | 2,507 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $11,020 | 290 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $77,256 | 2,088 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $10,339 | 333 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $11,719 | 336 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $12,257 | 336 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $28,057 | 686 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $28,691 | 686 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $207,292 | 4,832 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $246,472 | 6,041 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $217,765 | 6,615 | Shares | Defined | 2021-05-13 |