Private Trust CO Na Agf Invts Tr Agfiq Us Mkt Neut Transaction History

Private Trust CO Na

$1.07 Billion
Q3 2025

A detailed history of Private Trust CO Na transactions in Agf Invts Tr Agfiq Us Mkt Neut stock. As of the latest transaction made, Private Trust CO Na holds 163 shares of BTAL stock, worth $2,519. This represents 0.0% of its overall portfolio holdings.

Number of Shares

163

Holding current value

$2,519

% of portfolio

0.0%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$15.39 - $17.94 $2,508 - $2,924	163 New	163 $2,000
Q1 2025 Apr 28, 2025	BUY	$17.67 - $20.85 $65,184 - $76,915	3,689 New	3,689 $76,000
Q3 2024 Nov 13, 2024	BUY	$18.74 - $20.92 $3,766 - $4,204	201 New	201 $3,000
Q4 2023 Jan 24, 2024	BUY	$16.65 - $21.27 $6,759 - $8,635	406 New	406 $6,000

Others Institutions Holding BTAL

# of Institutions

Shares Held

15.5M

Call Options Held

Put Options Held

Federation Des Caisses Desjardins Du Quebec Levis, A8

2.31M
Shares

$35.7 Million
0.16% of portfolio
Kovitz Investment Group Partners, LLC

2.22M
Shares

$34.3 Million
0.15% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.62M
Shares

$25 Million
0.04% of portfolio
Tmd Wealth Management, LLC

1.26M
Shares

$19.4 Million
6.37% of portfolio
High Tower Advisors, LLC Chicago, IL

828K
Shares

$12.8 Million
0.02% of portfolio

View Full List

About AGF INVTS TR AGFIQ US MKT NEUT

Ticker BTAL
Sector ETFs
Industry ETFs

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