Advisor Group Holdings, Inc.
Holdings in SWZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $77,358 | 12,437 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $29,828 | 4,906 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $26,063 | 4,111 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $8,298 | 900 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $21,114 | 2,819 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $24,854 | 2,777 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $20,409 | 2,529 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $20,054 | 2,529 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $20,737 | 2,529 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $23,546 | 3,082 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $25,334 | 3,082 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $24,440 | 3,082 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $23,390 | 3,094 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $20,926 | 3,082 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $24,224 | 3,082 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $28,416 | 3,082 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $46,032 | 4,631 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $42,512 | 4,631 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $15,869 | 1,631 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $4,649 | 529 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $4,729 | 529 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $4,653 | 562 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $4,147 | 529 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $3,676 | 529 | Shares | Defined | 2020-05-18 |