Gemmer Asset Management LLC Agf Invts Tr Agfiq Us Mkt Neut Transaction History

Gemmer Asset Management LLC

$969 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 22, 2022	SELL	$17.99 - $21.78 $30,582 - $37,026	-1,700 Closed	0 $0
Q1 2022 Apr 20, 2022	BUY	$17.6 - $19.4 $29,920 - $32,980	1,700 New	1,700 $31,000

Others Institutions Holding BTAL

# of Institutions

72

Shares Held

11.1M

Call Options Held

0

Put Options Held

0

Federation Des Caisses Desjardins Du Quebec Levis, A8

2.37M
Shares

$46 Million
0.27% of portfolio
Tmd Wealth Management, LLC

1.26M
Shares

$24.4 Million
6.37% of portfolio
Cornerstone Wealth Group, LLC

1.03M
Shares

$19.9 Million
1.55% of portfolio
Tactive Advisors, LLC Jacksonville, FL

701K
Shares

$13.6 Million
6.72% of portfolio
Morgan Stanley New York, NY

654K
Shares

$12.7 Million
0.0% 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 Gemmer Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gemmer Asset Management LLC with notifications on news.