Advisor Group Holdings, Inc.
Holdings in SOPH
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $4,670 | 1,000 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $699 | 147 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $170 | 55 | Shares | Defined | 2025-09-04 |
| 2023-12-31 | $2,920 | 620 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $35 | 14 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $864 | 193 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $949 | 191 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $607 | 295 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $276 | 105 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $1,136 | 314 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $2,759 | 357 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $4,399 | 312 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $11,061 | 631 | Shares | Defined | 2021-11-05 |