Advisor Group Holdings, Inc.
Holdings in SWAG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,826 | 1,100 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $1,826 | 1,100 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $1,584 | 1,100 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $1,101 | 1,100 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $990 | 1,100 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $3,904 | 3,200 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $3,584 | 3,200 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $2,336 | 1,600 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $4,884 | 3,300 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $4,878 | 3,900 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $17,969 | 11,900 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $20,706 | 11,900 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $15,946 | 11,900 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $16,779 | 11,900 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $19,754 | 11,900 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $20,825 | 11,900 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $15,125 | 2,500 | Shares | Defined | 2022-02-03 |