Advisor Group Holdings, Inc.
Holdings in SYM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,637,813 | 44,333 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $4,877,950 | 90,500 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $3,629,172 | 93,415 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $1,740,970 | 86,144 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $161,797 | 6,824 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $2,585 | 106 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $431,799 | 12,281 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $174,825 | 3,885 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $73,709 | 1,436 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $602,907 | 18,035 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $1,553,403 | 36,286 | Shares | Sole | 2023-08-21 |
| 2023-03-31 | $571 | 25 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $51,330 | 4,299 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $37,915 | 3,297 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $10,937 | 997 | Shares | Defined | 2022-08-10 |