Advisor Group Holdings, Inc.
Holdings in PHYS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $35,111,123 | 1,063,329 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $29,095,696 | 982,299 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $23,320,986 | 919,960 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $228,185 | 9,484 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $13,852,090 | 687,790 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $14,508,663 | 711,907 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $12,577,561 | 696,432 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $6,094,028 | 352,256 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $11,535,979 | 724,167 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $687,159 | 47,986 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $132,743 | 8,897 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $11,109,770 | 718,614 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $14,329,841 | 1,016,301 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $13,065,929 | 1,020,776 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $7,103,369 | 500,943 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $9,194,285 | 598,197 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $11,138,906 | 775,690 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $4,999,214 | 362,262 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $4,759,661 | 339,249 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $3,827,588 | 285,428 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $4,369,052 | 289,533 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $1,942,714 | 129,084 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $5,175,912 | 361,699 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $3,460,439 | 263,753 | Shares | Defined | 2020-05-18 |