Advisor Group Holdings, Inc.
Holdings in WEA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $7,004 | 635 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $5,862 | 522 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $14,886 | 1,372 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $7,611 | 679 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $2,563 | 238 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $51,651 | 4,579 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $1,877 | 179 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $129,542 | 12,175 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $118,800 | 11,000 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $104,936 | 10,400 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $2,426,167 | 238,093 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $106,080 | 10,400 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $110,656 | 10,400 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $215,076 | 21,969 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $74,790 | 7,069 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $140,352 | 11,696 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $172,246 | 12,020 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $104,191 | 7,379 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $108,618 | 7,379 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $182,228 | 12,970 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $334,397 | 23,599 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $95,336 | 7,379 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $262,035 | 19,957 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $237,402 | 21,065 | Shares | Defined | 2020-05-18 |