Advisor Group Holdings, Inc.
Holdings in UDN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $170,963 | 9,373 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $533,716 | 28,359 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $669,924 | 35,427 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $1,755 | 100 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $1,671 | 100 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $100,268 | 5,294 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $98,843 | 5,522 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $1,421 | 79 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $115,187 | 6,250 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $10,268 | 559 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $127,644 | 6,786 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $212,607 | 11,327 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $59,200 | 3,200 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $64,162 | 3,750 | Shares | Defined | 2022-11-14 |
| 2020-09-30 | $110,675 | 5,298 | Shares | Defined | 2020-11-12 |