Advisor Group Holdings, Inc.
Holdings in SURG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,386 | 1,429 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $4,015 | 1,429 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $4,444 | 1,429 | Shares | Defined | 2025-09-04 |
| 2024-06-30 | $53,033 | 16,625 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $60,637 | 15,750 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $32,250 | 5,000 | Shares | Defined | 2024-02-12 |