Advisor Group Holdings, Inc.
Holdings in UP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $18,474 | 28,163 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $1,950 | 1,060 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $1,134 | 1,060 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $2,111 | 2,091 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $1,802 | 1,093 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $484 | 200 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $1,946 | 1,030 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $883 | 308 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $1,055 | 308 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $414 | 200 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $687 | 588 | Shares | Defined | 2023-08-21 |