Able Wealth Management LLC Agf Invts Tr Agfiq Us Mkt Neut Transaction History

Able Wealth Management LLC

  • $266 Billion
  • Q3 2025

A detailed history of Able Wealth Management LLC transactions in Agf Invts Tr Agfiq Us Mkt Neut stock. As of the latest transaction made, Able Wealth Management LLC holds 42,636 shares of BTAL stock, worth $654,888. This represents 0.26% of its overall portfolio holdings.

Number of Shares
42,636
Previous 26,764 59.3%
Holding current value
$654,888
Previous $474 Million 43.28%
% of portfolio
0.26%
Previous 0.24%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
$15.39 - $17.94 $244,270 - $284,743
15,872 Added 59.3%
42,636 $679 Million
Q2 2025

Aug 06, 2025
BUY
$17.61 - $21.46 $471,314 - $574,355
26,764 New
26,764 $474 Million

Others Institutions Holding BTAL

# of Institutions
89
Shares Held
12.3M
Call Options Held
0
Put Options Held
0
View Full List

About AGF INVTS TR AGFIQ US MKT NEUT

BTAL Quotes by TradingView
  • Ticker BTAL
  • Sector ETFs
  • Industry ETFs
More about BTAL
Track This Portfolio

Track Able Wealth Management LLC Portfolio

Follow Able Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Able Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Able Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email