Advisor Group Holdings, Inc.
CIK
0001677044
City
PHOENIX
State / Country
AZ
Holdings in REFI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $953,717 | 77,791 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $959,556 | 75,024 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $8,152 | 584 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $45,055 | 3,065 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $93,954 | 6,093 | Shares | Defined | 2025-06-06 |
| 2024-06-30 | $37,125 | 2,417 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $3,154 | 200 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $2,766 | 171 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $441 | 30 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $454 | 30 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $405 | 30 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $452 | 30 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $432 | 30 | Shares | Defined | 2022-11-14 |