Advisor Group Holdings, Inc.
Holdings in TREE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $4,362,352 | 82,169 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $5,795,794 | 89,538 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $3,356,169 | 90,536 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $1,156 | 23 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $503 | 13 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $4,915,605 | 84,708 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $1,108,123 | 26,644 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $11,007 | 260 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $628,896 | 20,742 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $63,735 | 4,112 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $47,204 | 2,135 | Shares | Sole | 2023-08-21 |
| 2023-03-31 | $56,919 | 2,135 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $4,010 | 188 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $4,342 | 182 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $8,150 | 186 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $357,813 | 2,990 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $296,569 | 2,419 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $254,350 | 1,819 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $242,814 | 1,146 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $118,641 | 557 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $148,667 | 543 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $204,388 | 666 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $300,821 | 1,039 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $349,541 | 1,906 | Shares | Defined | 2020-05-18 |