Advisor Group Holdings, Inc.
Holdings in SRFM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $45,374 | 23,389 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $99,721 | 23,245 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $55,350 | 15,000 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $5,980 | 2,240 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $539 | 100 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $9,570 | 7,142 | Shares | Defined | 2024-11-13 |