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Tree shares owned by Advisor Group Holdings

Quarter-by-quarter ownership of Tree (TREE) shares owned by Advisor Group Holdings from 13F filings

Historical chart of Advisor Group Holdings investment in Tree

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

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Quarterly reported holdings in Tree by Advisor Group Holdings

Quarter filed Position value Share count Share price at filing
2023-12-31 $641k 21k 30.32
2023-09-30 $101k 6.5k 15.50
2023-06-30 $58k 2.6k 22.10
2023-03-31 $69k 2.6k 26.65
2022-12-31 $72k 3.6k 20.27
2022-09-30 $30k 1.5k 20.27
2022-06-30 $75k 1.6k 47.30
2022-03-31 $374k 3.0k 125.00
2021-12-31 $366k 2.9k 125.00
2021-09-30 $250k 1.8k 137.25
2021-06-30 $358k 1.7k 210.19
2021-03-31 $337k 1.6k 210.19
2020-12-31 $380k 1.4k 273.89
2020-09-30 $369k 1.2k 305.56
2020-06-30 $315k 1.0k 303.03
2020-03-31 $405k 2.1k 190.48