Concurrent Investment Advisors, LLC Agf Invts Tr Agfiq Us Mkt Neut Transaction History
Concurrent Investment Advisors, LLC
- $5.17 Trillion
- Q2 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Agf Invts Tr Agfiq Us Mkt Neut stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 43,954 shares of BTAL stock, worth $722,164. This represents 0.02% of its overall portfolio holdings.
Number of Shares
43,954
Previous 40,250
9.2%
Holding current value
$722,164
Previous $839 Million
7.25%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding BTAL
# of Institutions
87Shares Held
15.8MCall Options Held
0Put Options Held
0-
Federation Des Caisses Desjardins Du Quebec Levis, A82.38MShares$39.1 Million0.26% of portfolio
-
Kovitz Investment Group Partners, LLC1.81MShares$29.7 Million0.21% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.8MShares$29.6 Million0.09% of portfolio
-
Tmd Wealth Management, LLC1.26MShares$20.7 Million6.37% of portfolio
-
Lpl Financial LLC Fort Mill, SC703KShares$11.6 Million0.01% of portfolio