Advisor Group Holdings, Inc.
Holdings in SMWB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,868 | 383 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $5,979 | 643 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $1,669 | 213 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $5,375 | 650 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $114,904 | 8,109 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $1,750 | 198 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $9,059 | 1,166 | Shares | Defined | 2024-08-13 |