RFG Advisory, LLC
CIK
0001633387
City
BIRMINGHAM
State / Country
AL
Holdings in PTA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $520,114 | 26,935 | Shares | Sole | 2026-02-03 |
| 2025-09-30 | $528,925 | 25,915 | Shares | Sole | 2025-11-06 |
| 2025-06-30 | $482,803 | 24,384 | Shares | Sole | 2025-07-28 |
| 2025-03-31 | $464,441 | 23,891 | Shares | Sole | 2025-04-09 |
| 2024-12-31 | $411,211 | 21,395 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $325,657 | 15,478 | Shares | Sole | 2024-10-17 |
| 2023-09-30 | $509,267 | 29,151 | Shares | Sole | 2023-10-16 |
| 2023-06-30 | $496,319 | 28,475 | Shares | Sole | 2023-08-03 |
| 2023-03-31 | $567,301 | 31,746 | Shares | Sole | 2023-05-09 |
| 2022-12-31 | $501,015 | 28,354 | Shares | Sole | 2023-02-15 |