Advisor Group Holdings, Inc.
Holdings in RTO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,664,814 | 56,511 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $1,086,861 | 43,044 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $119,376 | 4,974 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $110,538 | 4,827 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $1,493 | 59 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $2,094 | 84 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $34,394 | 1,160 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $964 | 32 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $717,395 | 25,075 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $58,056 | 1,567 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $307,475 | 7,882 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $153,012 | 4,191 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $706,594 | 22,934 | Shares | Defined | 2023-02-10 |