Advisor Group Holdings, Inc.
CIK
0001677044
City
PHOENIX
State / Country
AZ
Holdings in PTA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $112,635 | 5,833 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $177,383 | 8,691 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $161,211 | 8,142 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $130,986 | 6,738 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $23,025 | 1,198 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $147 | 7 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $71,956 | 3,625 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $137 | 7 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $8,068 | 448 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $212,906 | 12,187 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $20,410 | 1,171 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $330,147 | 18,475 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $33,749 | 1,910 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $32,978 | 1,822 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $8,577 | 450 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $20,805 | 947 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $337,589 | 14,037 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $7,155 | 286 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $419,774 | 16,605 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $375,235 | 15,100 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $375,986 | 14,461 | Shares | Defined | 2021-02-10 |