Darwin Advisors, LLC Agf Invts Tr Agfiq Us Mkt Neut Transaction History

Darwin Advisors, LLC

$356 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 18, 2023	BUY	$19.02 - $21.49 $2,187 - $2,471	115 Added 0.81%	14,327 $292,000
Q4 2022 Jan 17, 2023	BUY	$19.63 - $21.59 $278,981 - $306,837	14,212 New	14,212 $0

Others Institutions Holding BTAL

# of Institutions

83

Shares Held

20.1M

Call Options Held

0

Put Options Held

100

Tredje Ap Fonden

4.8M
Shares

$89.8 Million
0.87% of portfolio
Federation Des Caisses Desjardins Du Quebec Levis, A8

2.35M
Shares

$43.9 Million
0.24% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.69M
Shares

$31.7 Million
0.08% of portfolio
Kovitz Investment Group Partners, LLC

1.42M
Shares

$26.5 Million
0.19% of portfolio
Tmd Wealth Management, LLC

1.26M
Shares

$23.5 Million
6.37% of portfolio

About AGF INVTS TR AGFIQ US MKT NEUT

Ticker BTAL
Sector ETFs
Industry ETFs

More about BTAL

Track This Portfolio

Portfolio Update

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

News

Stay updated on Darwin Advisors, LLC with notifications on news.