Heritage Wealth Management, LLC Agf Invts Tr Agfiq Us Mkt Neut Call Options Transaction History

Heritage Wealth Management, LLC

$177 Million
Q2 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

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
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