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Permrock Royalty Trust tr unit shares owned by Advisor Group Holdings

Quarter-by-quarter ownership of Permrock Royalty Trust tr unit (PRT) shares owned by Advisor Group Holdings from 13F filings

Historical chart of Advisor Group Holdings investment in Permrock Royalty Trust tr unit

Tip: Access up to 7 years of quarterly data

All positions including Permrock Royalty Trust tr unit held by Advisor Group Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Permrock Royalty Trust tr unit by Advisor Group Holdings

Quarter filed Position value Share count Share price at filing
2023-12-31 $19k 4.2k 4.42
2023-09-30 $8.1k 1.2k 6.62
2023-06-30 $6.6k 1.2k 5.45
2023-03-31 $29k 4.2k 6.96
2022-12-31 $35k 4.6k 7.67
2022-09-30 $29k 4.1k 7.00
2022-06-30 $33k 4.1k 8.05
2022-03-31 $37k 4.1k 9.09
2021-12-31 $0 8.4k 0.00
2021-09-30 $54k 8.0k 6.75
2020-12-31 $1.0k 200 5.00
2020-09-30 $0 200 0.00
2020-06-30 $1.0k 200 5.00
2020-03-31 $1.6k 312 5.00

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Top funds holding Permrock Royalty Trust tr unit

Camden Capital
Royal Bank of Canada
UBS Group
Advisor Group Holdings
Tucker Asset Management
Wells Fargo & Company
Creekmur Asset Management
Harbour Investments

View all funds holding Permrock Royalty Trust tr unit