Dynamic Advisor Solutions LLC Agf Invts Tr Agfiq Us Mkt Neut Transaction History

Dynamic Advisor Solutions LLC

$3.33 Billion
Q3 2025

A detailed history of Dynamic Advisor Solutions LLC transactions in Agf Invts Tr Agfiq Us Mkt Neut stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 78,578 shares of BTAL stock, worth $1.21 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

78,578

Previous 79,024 0.56%

Holding current value

$1.21 Million

Previous $1.4 Million 10.59%

% of portfolio

0.04%

Previous 0.04%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	SELL	$15.39 - $17.94 $6,863 - $8,001	-446 Reduced 0.56%	78,578 $1.25 Million
Q2 2025 Jul 09, 2025	BUY	$17.61 - $21.46 $981,651 - $1.2 Million	55,744 Added 239.45%	79,024 $1.4 Million
Q1 2025 Apr 16, 2025	BUY	$17.67 - $20.85 $21,981 - $25,937	1,244 Added 5.65%	23,280 $485,000
Q4 2024 Jan 21, 2025	SELL	$18.47 - $19.96 $72,513 - $78,362	-3,926 Reduced 15.12%	22,036 $407,000
Q3 2024 Oct 07, 2024	SELL	$18.74 - $20.92 $17,015 - $18,995	-908 Reduced 3.38%	25,962 $508,000
Q2 2024 Jul 15, 2024	SELL	$18.03 - $19.74 $23,781 - $26,037	-1,319 Reduced 4.68%	26,870 $527,000
Q1 2024 Apr 12, 2024	SELL	$17.27 - $18.62 $150,749 - $162,533	-8,729 Reduced 23.64%	28,189 $507,000
Q4 2023 Jan 10, 2024	SELL	$16.65 - $21.27 $3.24 Million - $4.14 Million	-194,795 Reduced 84.07%	36,918 $625,000
Q3 2023 Oct 10, 2023	BUY	$17.84 - $20.16 $545,208 - $616,109	30,561 Added 15.19%	231,713 $4.6 Million
Q2 2023 Aug 03, 2023	BUY	$18.68 - $21.14 $3.01 Million - $3.4 Million	160,909 Added 399.84%	201,152 $3.77 Million
Q1 2023 Apr 10, 2023	BUY	$19.02 - $21.49 $310,957 - $351,340	16,349 Added 68.42%	40,243 $820,000
Q4 2022 Jan 12, 2023	BUY	$19.63 - $21.59 $469,039 - $515,871	23,894 New	23,894 $0
Q1 2021 Apr 27, 2021	SELL	$16.51 - $19.58 $253,973 - $301,199	-15,383 Closed	0 $0
Q4 2020 Feb 03, 2021	SELL	$18.52 - $23.49 $229,833 - $291,510	-12,410 Reduced 44.65%	15,383 $294,000
Q3 2020 Oct 27, 2020	SELL	$22.56 - $25.54 $58,024 - $65,688	-2,572 Reduced 8.47%	27,793 $656,000
Q2 2020 Aug 05, 2020	SELL	$20.62 - $26.15 $403,492 - $511,703	-19,568 Reduced 39.19%	30,365 $739,000
Q1 2020 May 07, 2020	SELL	$22.12 - $26.28 $2.9 Million - $3.45 Million	-131,257 Reduced 72.44%	49,933 $1.28 Million
Q4 2019 Feb 04, 2020	BUY	$22.09 - $24.47 $4 Million - $4.43 Million	181,190 New	181,190 $4.01 Million

Others Institutions Holding BTAL

# of Institutions

Shares Held

12.3M

Call Options Held

Put Options Held

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Dynamic Advisor Solutions LLC Agf Invts Tr Agfiq Us Mkt Neut Transaction History