Geo Wealth Management, LLC Agf Invts Tr Agfiq Us Mkt Neut Transaction History

Geo Wealth Management, LLC

$2.73 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 13, 2024	BUY	$16.65 - $21.27 $590,908 - $754,872	35,490 New	35,490 $601,000

Others Institutions Holding BTAL

# of Institutions

82

Shares Held

20M

Call Options Held

0

Put Options Held

100

Tredje Ap Fonden

4.8M
Shares

$93.6 Million
0.87% of portfolio
Federation Des Caisses Desjardins Du Quebec Levis, A8

2.35M
Shares

$45.8 Million
0.24% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.69M
Shares

$33 Million
0.08% of portfolio
Kovitz Investment Group Partners, LLC

1.42M
Shares

$27.6 Million
0.19% of portfolio
Tmd Wealth Management, LLC

1.26M
Shares

$24.5 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 Geo Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Geo Wealth Management, LLC with notifications on news.