Advisor Group Holdings, Inc.
Holdings in WTBA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $161,964 | 7,299 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $148,315 | 7,299 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $139,373 | 7,100 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $141,574 | 7,100 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $153,715 | 7,100 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $134,971 | 7,100 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $127,090 | 7,100 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $126,593 | 7,100 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $151,537 | 7,148 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $116,583 | 7,148 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $131,594 | 7,148 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $112,323 | 6,148 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $80,431 | 3,148 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $65,509 | 3,148 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $76,622 | 3,148 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $407,714 | 14,984 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $97,808 | 3,148 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $94,534 | 3,148 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $87,357 | 3,148 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $87,880 | 3,648 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $70,406 | 3,648 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $57,784 | 3,648 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $3,585 | 205 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $3,400 | 208 | Shares | Defined | 2020-05-18 |