Advisor Group Holdings, Inc.
Holdings in UTF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $7,646,872 | 317,166 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $7,756,200 | 312,750 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $8,466,046 | 314,139 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $7,516,682 | 294,195 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $6,711,847 | 279,195 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $640,311 | 24,599 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $4,115,278 | 183,064 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $434,442 | 18,432 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $4,131,858 | 194,532 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $2,476,751 | 126,494 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $3,886,668 | 164,550 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $138,982 | 5,696 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $3,761,701 | 156,803 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $4,237,044 | 182,317 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $4,524,185 | 178,751 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $5,332,704 | 184,204 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $3,907,720 | 137,113 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $5,241,790 | 193,424 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $5,255,003 | 183,165 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $3,206,112 | 114,791 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $2,920,396 | 113,106 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $2,864,335 | 128,850 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $4,153,514 | 188,368 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $1,919,250 | 101,817 | Shares | Defined | 2020-05-18 |