Advisor Group Holdings, Inc.
Holdings in UTG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,033,542 | 82,929 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $9,701,828 | 244,872 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $3,554,648 | 98,249 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $4,282,198 | 131,598 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $9,164,431 | 289,190 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $9,443,078 | 287,811 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $2,439,594 | 89,297 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $7,074,465 | 262,406 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $6,780,301 | 253,564 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $3,401 | 138 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $117,275 | 4,277 | Shares | Sole | 2023-08-21 |
| 2023-03-31 | $0 | 0 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $1,798,846 | 63,631 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $1,920,309 | 70,496 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $2,141,449 | 69,079 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $2,025,592 | 58,594 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $12,255,475 | 348,960 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $1,670,385 | 50,973 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $1,651,923 | 48,147 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $1,567,699 | 46,797 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $9,407,516 | 286,902 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $1,315,994 | 42,058 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $7,707,790 | 255,394 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $4,572,083 | 159,029 | Shares | Defined | 2020-05-18 |