Advisor Group Holdings, Inc.
Holdings in PTLO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $456,401 | 100,529 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $632,803 | 98,109 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $1,091,798 | 93,556 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $32,697 | 2,750 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $600,876 | 63,923 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $2,289 | 170 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $438,109 | 45,073 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $149,838 | 10,567 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $125,957 | 7,907 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $469,840 | 30,529 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $824,372 | 36,590 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $492,535 | 23,048 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $362,238 | 22,196 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $375,763 | 19,084 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $276,413 | 16,906 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $425,747 | 17,335 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $541,401 | 14,422 | Shares | Defined | 2022-02-03 |