Advisor Group Holdings, Inc. CAPITAL GROUP CORE BALANCED Transaction History

Advisor Group Holdings, Inc.

  • $67.1 Billion
  • Q3 2025
Number of Shares
2,087,539
Previous 1,432,969 45.68%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
N/A
654,570 Added 45.68%
2,087,539 $0
Q2 2025

Sep 04, 2025
BUY
N/A
177,039 Added 14.1%
1,432,969 $0
Q2 2025

Aug 13, 2025
SELL
N/A
-375,732 Reduced 23.03%
1,255,930 $0
Q1 2025

May 12, 2025
BUY
N/A
983,878 Added 151.88%
1,631,662 $0
Q4 2024

Jun 06, 2025
SELL
N/A
-453,466 Reduced 27.79%
1,178,196 $0
Q4 2024

Feb 07, 2025
SELL
N/A
-153,494 Reduced 19.16%
647,784 $0
Q3 2024

Nov 13, 2024
BUY
N/A
174,527 Added 27.85%
801,278 $0
Q2 2024

Aug 13, 2024
BUY
N/A
84,981 Added 15.69%
626,751 $0
Q1 2024

May 10, 2024
BUY
N/A
344,266 Added 174.31%
541,770 $0
Q4 2023

Feb 12, 2024
BUY
N/A
196,843 Added 29779.58%
197,504 $0
Q3 2023

Nov 13, 2023
BUY
N/A
661 New
661 $0
Track This Portfolio

Track Advisor Group Holdings, Inc. Portfolio

Follow Advisor Group Holdings, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Advisor Group Holdings, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Advisor Group Holdings, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email