Advisor Group Holdings, Inc.
Holdings in SUNS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $128,455 | 13,622 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $164,369 | 15,820 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $20,723 | 1,955 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $19,438 | 1,756 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $1,661 | 118 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $11,267 | 783 | Shares | Defined | 2024-11-13 |