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Valued Advisers Tr shares owned by Advisor Group Holdings

Quarter-by-quarter ownership of Valued Advisers Tr (EQTY) shares owned by Advisor Group Holdings from 13F filings

Historical chart of Advisor Group Holdings investment in Valued Advisers Tr

Tip: Access up to 7 years of quarterly data

All positions including Valued Advisers Tr held by Advisor Group Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Valued Advisers Tr by Advisor Group Holdings

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.9k 244 19.88
2023-09-30 $4.4k 244 18.07
2023-06-30 $4.5k 244 18.60
2023-03-31 $4.2k 244 17.16
2022-12-31 $4.0k 244 16.39

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View all positions for Advisor Group Holdings

Top funds holding Valued Advisers Tr

Kovitz Investment Group Partners
Gratus Capital
Gts Securities
Telemus Capital
Royal Bank of Canada
UBS Group
Advisor Group Holdings

View all funds holding Valued Advisers Tr