Advisor Group Holdings, Inc.
CIK
0001677044
City
PHOENIX
State / Country
AZ
Holdings in WIA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $367,742 | 44,467 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $283,366 | 33,654 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $206,883 | 24,629 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $211,605 | 25,342 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $200,296 | 25,037 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $96,469 | 11,283 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $41,163 | 5,139 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $3,256 | 400 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $11,368 | 1,400 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $118,035 | 15,094 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $121,265 | 14,681 | Shares | Sole | 2023-08-21 |
| 2023-03-31 | $48,587 | 5,617 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $95,717 | 11,117 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $135,789 | 15,172 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $30,024 | 3,070 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $681,876 | 58,280 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $67,177 | 5,070 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $68,900 | 5,000 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $70,000 | 5,000 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $603,994 | 47,224 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $714,926 | 52,414 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $637,647 | 52,352 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $649,136 | 55,105 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $367,292 | 34,947 | Shares | Defined | 2020-05-18 |