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Herzfeld Caribbean Basin shares owned by Advisor Group Holdings

Quarter-by-quarter ownership of Herzfeld Caribbean Basin (HERZ) shares owned by Advisor Group Holdings from 13F filings

Historical chart of Advisor Group Holdings investment in Herzfeld Caribbean Basin

Tip: Access up to 7 years of quarterly data

All positions including Herzfeld Caribbean Basin held by Advisor Group Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Herzfeld Caribbean Basin by Advisor Group Holdings

Quarter filed Position value Share count Share price at filing
2026-03-31 $68k 4.4k 15.50

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Top funds holding Herzfeld Caribbean Basin

Thomas J. Herzfeld Advisors
Envestnet Asset Management
CSS
Rsm Us Wealth Management
Advisor Group Holdings
Blue Bell Private Wealth Management
International Assets Investment Management
Morgan Stanley
Rockefeller Capital Management
Royal Bank of Canada
CoreCap Advisors

View all funds holding Herzfeld Caribbean Basin