Fiscal Wisdom Wealth Management, LLC Agf Invts Tr Agfiq Us Mkt Neut Transaction History
Fiscal Wisdom Wealth Management, LLC
- $106 Billion
- Q4 2025
A detailed history of Fiscal Wisdom Wealth Management, LLC transactions in Agf Invts Tr Agfiq Us Mkt Neut stock. As of the latest transaction made, Fiscal Wisdom Wealth Management, LLC holds 19,599 shares of BTAL stock, worth $303,000. This represents 0.27% of its overall portfolio holdings.
Number of Shares
19,599
Previous 10,090
94.24%
Holding current value
$303,000
Previous $158 Million
78.03%
% of portfolio
0.27%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding BTAL
# of Institutions
85Shares Held
15.8MCall Options Held
0Put Options Held
0-
Federation Des Caisses Desjardins Du Quebec Levis, A82.31MShares$35.7 Million0.16% of portfolio
-
Kovitz Investment Group Partners, LLC2.22MShares$34.3 Million0.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.62MShares$25 Million0.04% of portfolio
-
Tmd Wealth Management, LLC1.26MShares$19.4 Million6.37% of portfolio
-
High Tower Advisors, LLC Chicago, IL828KShares$12.8 Million0.02% of portfolio