Defined Financial Planning LLC Agf Invts Tr Agfiq Us Mkt Neut Transaction History

Defined Financial Planning LLC

  • $98.7 Billion
  • Q1 2025

A detailed history of Defined Financial Planning LLC transactions in Agf Invts Tr Agfiq Us Mkt Neut stock. As of the latest transaction made, Defined Financial Planning LLC holds 30,581 shares of BTAL stock, worth $619,571. This represents 0.64% of its overall portfolio holdings.

Number of Shares
30,581
Previous 30,822 0.78%
Holding current value
$619,571
Previous $570 Million 11.46%
% of portfolio
0.64%
Previous 0.61%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
SELL
$17.67 - $20.85 $4,258 - $5,024
-241 Reduced 0.78%
30,581 $635 Million
Q4 2024

Feb 13, 2025
BUY
$18.47 - $19.96 $569,282 - $615,207
30,822 New
30,822 $570 Million

Others Institutions Holding BTAL

# of Institutions
90
Shares Held
18.6M
Call Options Held
0
Put Options Held
200
View Full List

About AGF INVTS TR AGFIQ US MKT NEUT

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