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

Fortis Group Advisors, LLC

  • $515 Billion
  • Q1 2025

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 307,987 shares of BTAL stock, worth $6.24 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares
307,987
Previous 31,280 884.61%
Holding current value
$6.24 Million
Previous $578 Million 1010.35%
% of portfolio
1.25%
Previous 0.11%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
$17.67 - $20.85 $4.89 Million - $5.77 Million
276,707 Added 884.61%
307,987 $6.42 Billion
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
86
Shares Held
16.1M
Call Options Held
0
Put Options Held
0
View Full List

About AGF INVTS TR AGFIQ US MKT NEUT

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