Root shares owned by Advisor Group Holdings
Historical chart of Advisor Group Holdings investment in Root
Tip: Access up to 7 years of quarterly data
All positions including Root held by Advisor Group Holdings consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Root by Advisor Group Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $135k | 1.5k | 89.73 |
| 2025-06-30 | $260k | 2.0k | 128.30 |
| 2025-03-31 | $161k | 1.2k | 133.44 |
| 2024-12-31 | $60k | 823 | 72.59 |
| 2024-09-30 | $39k | 1.0k | 37.78 |
| 2024-03-31 | $755k | 12k | 61.07 |
| 2023-12-31 | $9.3k | 890 | 10.46 |
| 2023-09-30 | $8.4k | 890 | 9.49 |
| 2023-06-30 | $7.7k | 867 | 8.91 |
| 2023-03-31 | $3.9k | 872 | 4.50 |
| 2022-12-31 | $0 | 872 | 0.00 |
| 2022-09-30 | $0 | 1.1k | 0.00 |