Castleview Partners, LLC Agf Invts Tr Agfiq Us Mkt Neut Transaction History

Castleview Partners, LLC

$144 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 05, 2024	BUY	$16.65 - $21.27 $83 - $106	5 New	5 $0
Q4 2022 Feb 01, 2023	BUY	$19.63 - $21.59 $431 - $474	22 New	22 $0

Others Institutions Holding BTAL

# of Institutions

82

Shares Held

20M

Call Options Held

0

Put Options Held

100

Tredje Ap Fonden

4.8M
Shares

$93.6 Million
0.87% of portfolio
Federation Des Caisses Desjardins Du Quebec Levis, A8

2.35M
Shares

$45.8 Million
0.24% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.69M
Shares

$33 Million
0.08% of portfolio
Kovitz Investment Group Partners, LLC

1.42M
Shares

$27.6 Million
0.19% of portfolio
Tmd Wealth Management, LLC

1.26M
Shares

$24.5 Million
6.37% of portfolio

About AGF INVTS TR AGFIQ US MKT NEUT

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