Advisor Group Holdings, Inc.
Holdings in WHG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $11,547 | 671 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $11,048 | 670 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $10,420 | 668 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $15,228 | 940 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $3,032 | 209 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $17,480 | 1,231 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $8,526 | 700 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $8,624 | 700 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $8,799 | 700 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $14,210 | 1,400 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $4,811 | 388 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $4,349 | 388 | Shares | Defined | 2023-05-12 |
| 2022-09-30 | $2,696 | 280 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $3,394 | 246 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $689 | 45 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $1,050 | 62 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $1,178 | 62 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $1,349 | 62 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $896 | 62 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $899 | 62 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $222 | 20 | Shares | Defined | 2020-11-12 |
| 2020-03-31 | $3,808 | 208 | Shares | Defined | 2020-05-18 |