Advisor Group Holdings, Inc. Prin Exch Trad Fds Prin Spectr Transaction History

Advisor Group Holdings, Inc.

$42.1 Billion
Q1 2025

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jun 06, 2025	BUY	$18.98 - $19.28 $2,903 - $2,949	153 New	153 $2,000
Q2 2024 Aug 13, 2024	SELL	$18.31 - $18.75 $29,295 - $30,000	-1,600 Reduced 91.27%	153 $2,000
Q1 2024 May 10, 2024	SELL	$18.07 - $18.66 $1,282 - $1,324	-71 Reduced 3.89%	1,753 $32,000
Q3 2023 Nov 13, 2023	BUY	$17.4 - $17.83 $27,839 - $28,527	1,600 Added 714.29%	1,824 $31,000
Q1 2023 May 12, 2023	SELL	$0.0 - $18.96 $0 - $417	-22 Reduced 8.94%	224 $3,000
Q4 2022 Feb 10, 2023	SELL	$17.63 - $18.32 $27,661 - $28,744	-1,569 Reduced 86.45%	246 $4,000
Q3 2022 Nov 14, 2022	BUY	$17.89 - $19.27 $2,468 - $2,659	138 Added 8.23%	1,815 $33,000
Q2 2022 Aug 10, 2022	BUY	$18.49 - $19.89 $8,745 - $9,407	473 Added 39.29%	1,677 $31,000
Q1 2022 May 04, 2022	BUY	$19.55 - $21.05 $1,270 - $1,368	65 Added 5.71%	1,204 $24,000
Q3 2021 Nov 05, 2021	BUY	$21.49 - $21.69 $24,477 - $24,704	1,139 New	1,139 $25,000

Others Institutions Holding PQDI

# of Institutions

10

Shares Held

2.21M

Call Options Held

0

Put Options Held

0

Principal Financial Group Inc Des Moines, IA

996K
Shares

$19.2 Million
0.01% of portfolio
Principal Securities, Inc. Des Moines, IA

508K
Shares

$9.82 Million
0.22% of portfolio
Envestnet Asset Management Inc

489K
Shares

$9.46 Million
0.0% of portfolio
Wealth Enhancement Advisory Services, LLC

159K
Shares

$3.08 Million
0.01% of portfolio
Harbor Investment Advisory, LLC

30K
Shares

$579,900
0.04% of portfolio

About PRIN EXCH-TRAD FDS PRIN SPECTR

Ticker PQDI
Sector Technology

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