Fortis Group Advisors, LLC Agf Invts Tr Agfiq Us Mkt Neut Transaction History

Fortis Group Advisors, LLC

$537 Billion
Q4 2024

A detailed history of Fortis Group Advisors, LLC transactions in Agf Invts Tr Agfiq Us Mkt Neut stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 31,280 shares of BTAL stock, worth $629,353. This represents 0.11% of its overall portfolio holdings.

Number of Shares

31,280

Previous 43,752 28.51%

Holding current value

$629,353

Previous $858 Million 32.59%

% of portfolio

0.11%

Previous 0.16%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$18.47 - $19.96 $230,357 - $248,941	-12,472 Reduced 28.51%	31,280 $578 Million
Q3 2024 Oct 21, 2024	SELL	$18.74 - $20.92 $62,704 - $69,998	-3,346 Reduced 7.1%	43,752 $858 Million
Q2 2024 Jul 30, 2024	SELL	$18.03 - $19.74 $5.89 Million - $6.45 Million	-326,931 Reduced 87.41%	47,098 $924 Million
Q1 2024 Apr 30, 2024	SELL	$17.27 - $18.62 $154,652 - $166,742	-8,955 Reduced 2.34%	374,029 $6.74 Billion
Q3 2023 Dec 01, 2023	BUY	$17.84 - $20.16 $2 Million - $2.26 Million	112,326 Added 41.5%	382,984 $7.81 Billion
Q2 2023 Jul 18, 2023	SELL	$18.68 - $21.14 $3.39 Million - $3.84 Million	-181,672 Reduced 40.16%	270,658 $5.08 Billion
Q1 2023 May 26, 2023	BUY	$19.02 - $21.49 $8.6 Million - $9.72 Million	452,330 New	452,330 $9.48 Billion

Others Institutions Holding BTAL

# of Institutions

Shares Held

18.1M

Call Options Held

Put Options Held

200

View Full List

About AGF INVTS TR AGFIQ US MKT NEUT

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Fortis Group Advisors, LLC Agf Invts Tr Agfiq Us Mkt Neut Transaction History