Advisor Group Holdings, Inc.
Holdings in TEI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,586,248 | 245,930 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $1,518,132 | 244,860 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $1,450,908 | 241,818 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $1,210,010 | 224,909 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $1,138,972 | 222,022 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $14,924 | 2,560 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $1,405,185 | 263,637 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $376,277 | 69,296 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $8,670 | 1,700 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $7,837 | 1,700 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $3,605 | 700 | Shares | Sole | 2023-08-21 |
| 2023-03-31 | $549,288 | 108,341 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $1,330,446 | 242,340 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $700,821 | 158,199 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $488,840 | 90,694 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $97,345 | 14,211 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $104,611 | 14,350 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $1,036,471 | 133,911 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $873,918 | 109,651 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $732,312 | 99,364 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $924,101 | 118,932 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $712,767 | 96,190 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $2,127,766 | 271,053 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $863,842 | 115,487 | Shares | Defined | 2020-05-18 |