Advisor Group Holdings, Inc. Principal ETF Principal Millen Transaction History

Advisor Group Holdings, Inc.

$42.2 Billion
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	SELL	$39.3 - $45.49 $46,413 - $53,723	-1,181 Reduced 40.5%	1,735 $68,000
Q2 2023 Aug 10, 2023	SELL	$39.46 - $43.5 $121,102 - $133,501	-3,069 Reduced 51.28%	2,916 $124,000
Q1 2023 May 12, 2023	BUY	$39.76 - $47.03 $133,514 - $157,926	3,358 Added 127.83%	5,985 $256,000
Q4 2022 Feb 10, 2023	SELL	$32.89 - $40.76 $14,076 - $17,445	-428 Reduced 14.01%	2,627 $100,000
Q3 2022 Nov 14, 2022	BUY	N/A	5 Added 0.16%	3,055 $104,000
Q2 2022 Aug 10, 2022	BUY	N/A	706 Added 30.12%	3,050 $120,000
Q1 2022 May 04, 2022	BUY	N/A	718 Added 44.16%	2,344 $136,000
Q2 2021 Aug 02, 2021	SELL	N/A	-1,728 Reduced 51.52%	1,626 $109,000
Q1 2021 May 13, 2021	BUY	N/A	1,385 Added 70.34%	3,354 $205,000
Q4 2020 Feb 10, 2021	SELL	N/A	-1,566 Reduced 44.3%	1,969 $114,000
Q3 2020 Nov 12, 2020	SELL	N/A	-985 Reduced 21.79%	3,535 $170,000
Q2 2020 Aug 14, 2020	SELL	N/A	-925 Reduced 16.99%	4,520 $193,000
Q1 2020 May 18, 2020	BUY	N/A	5,445 New	5,445 $175,000

Others Institutions Holding GENY

# of Institutions

1

Shares Held

847

Call Options Held

0

Put Options Held

0

American Portfolios Advisors Holbrook, NY

847
Shares

$0
0.0% of portfolio

About PRINCIPAL ETF PRINCIPAL MILLEN

Ticker GENY
Sector ETFs
Industry ETFs

More about GENY

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.