Axim Planning & Wealth Agf Invts Tr Agfiq Us Mkt Neut Transaction History
Axim Planning & Wealth
- $122 Million
- Q3 2025
A detailed history of Axim Planning & Wealth transactions in Agf Invts Tr Agfiq Us Mkt Neut stock. As of the latest transaction made, Axim Planning & Wealth holds 77,041 shares of BTAL stock, worth $1.19 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
77,041
Previous 95,623
19.43%
Holding current value
$1.19 Million
Previous $1.69 Million
27.54%
% of portfolio
1.01%
Previous 1.58%
Shares
3 transactions
Others Institutions Holding BTAL
# of Institutions
87Shares 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