Wfa Of San Diego, LLC Agf Invts Tr Agfiq Us Mkt Neut Transaction History
Wfa Of San Diego, LLC
- $132 Million
- Q2 2025
A detailed history of Wfa Of San Diego, LLC transactions in Agf Invts Tr Agfiq Us Mkt Neut stock. As of the latest transaction made, Wfa Of San Diego, LLC holds 1,332 shares of BTAL stock, worth $20,592. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,332
Previous 2,234
40.38%
Holding current value
$20,592
Previous $43,000
46.51%
% of portfolio
0.02%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding BTAL
# of Institutions
86Shares Held
15.5MCall 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