Sky Oak Wealth, LLC Agf Invts Tr Agfiq Us Mkt Neut Transaction History

Sky Oak Wealth, LLC

$465 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 10, 2020	SELL	$20.62 - $26.15 $296,701 - $376,272	-14,389 Closed	0 $0
Q1 2020 May 04, 2020	BUY	$22.12 - $26.28 $318,284 - $378,142	14,389 New	14,389 $370,000

Others Institutions Holding BTAL

# of Institutions

80

Shares Held

18.8M

Call Options Held

0

Put Options Held

100

Tredje Ap Fonden

4.8M
Shares

$87 Million
0.87% of portfolio
Federation Des Caisses Desjardins Du Quebec Levis, A8

2.35M
Shares

$42.6 Million
0.24% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.69M
Shares

$30.7 Million
0.08% of portfolio
Kovitz Investment Group Partners, LLC

1.42M
Shares

$25.7 Million
0.19% of portfolio
Tmd Wealth Management, LLC

1.26M
Shares

$22.8 Million
6.37% of portfolio

About AGF INVTS TR AGFIQ US MKT NEUT

Ticker BTAL
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