Concurrent Investment Advisors, LLC Agf Invts Tr Agfiq Us Mkt Neut Call Options Transaction History

Concurrent Investment Advisors, LLC

$4.12 Trillion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding BTAL

# of Institutions

92

Shares Held

14.3M

Call Options Held

0

Put Options Held

200

Federation Des Caisses Desjardins Du Quebec Levis, A8

2.37M
Shares

$48 Million
0.24% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.63M
Shares

$33 Million
0.08% of portfolio
Tmd Wealth Management, LLC

1.26M
Shares

$25.5 Million
6.37% of portfolio
Kovitz Investment Group Partners, LLC

1.22M
Shares

$24.6 Million
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

703K
Shares

$14.2 Million
0.01% of portfolio

About AGF INVTS TR AGFIQ US MKT NEUT

Ticker BTAL
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