Howe & Rusling Inc Agf Invts Tr Agfiq Us Mkt Neut Transaction History

Howe & Rusling Inc

$1.03 Billion
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 13, 2021	SELL	$16.51 - $19.58 $13,241 - $15,703	-802 Closed	0 $0
Q4 2020 Feb 08, 2021	BUY	$18.52 - $23.49 $4,963 - $6,295	268 Added 50.19%	802 $15,000
Q2 2020 Jul 15, 2020	BUY	$20.62 - $26.15 $11,011 - $13,964	534 New	534 $13,000

Others Institutions Holding BTAL

# of Institutions

71

Shares Held

8.73M

Call Options Held

100

Put Options Held

0

Federation Des Caisses Desjardins Du Quebec Levis, A8

2.41M
Shares

$46.8 Million
0.31% of portfolio
Tactive Advisors, LLC Jacksonville, FL

701K
Shares

$13.6 Million
6.72% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

636K
Shares

$12.4 Million
0.18% of portfolio
Tmd Wealth Management, LLC

470K
Shares

$9.13 Million
2.44% of portfolio
Fortis Group Advisors, LLC Westwood, NJ

374K
Shares

$7.27 Million
1.24% 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 Howe & Rusling Inc, based on Form 13F filings with the SEC.

News

Stay updated on Howe & Rusling Inc with notifications on news.