Advisor Group Holdings, Inc. Alps ETF Tr Transaction History

Advisor Group Holdings, Inc.

$42.1 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jun 06, 2025	BUY	$26.7 - $29.77 $13,350 - $14,885	500 New	500 $13,000
Q1 2024 May 10, 2024	BUY	$24.88 - $26.57 $12,440 - $13,285	500 New	500 $12,000

Others Institutions Holding REIT

# of Institutions

23

Shares Held

417K

Call Options Held

0

Put Options Held

0

Ellsworth Advisors, LLC

124K
Shares

$3.33 Million
0.91% of portfolio
Wiley Bros. Aintree Capital, LLC

68.2K
Shares

$1.83 Million
0.02% of portfolio
Robertson Stephens Wealth Management, LLC San Francisco, CA

55.3K
Shares

$1.48 Million
0.05% of portfolio
Arete Wealth Advisors, LLC Chicago, IL

29.1K
Shares

$779,485
0.06% of portfolio
Kestra Private Wealth Services, LLC

27.7K
Shares

$742,636
0.01% of portfolio

About ALPS ETF TR

Ticker REIT
Sector ETFs
Industry ETFs

More about REIT

Track This Portfolio

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.