Integrated Wealth Concepts LLC Agf Invts Tr Agfiq Us Mkt Neut Transaction History

Integrated Wealth Concepts LLC

$8.03 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 13, 2024	BUY	$16.65 - $21.27 $242,840 - $310,222	14,585 New	14,585 $247,000
Q1 2023 May 03, 2023	BUY	$19.02 - $21.49 $308,447 - $348,503	16,217 New	16,217 $331,000

Others Institutions Holding BTAL

# of Institutions

87

Shares Held

15.8M

Call Options Held

0

Put Options Held

0

Federation Des Caisses Desjardins Du Quebec Levis, A8

2.38M
Shares

$39.2 Million
0.26% of portfolio
Kovitz Investment Group Partners, LLC

1.81M
Shares

$29.7 Million
0.21% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.8M
Shares

$29.6 Million
0.09% of portfolio
Tmd Wealth Management, LLC

1.26M
Shares

$20.7 Million
6.37% of portfolio
Lpl Financial LLC Fort Mill, SC

703K
Shares

$11.6 Million
0.01% of portfolio

About AGF INVTS TR AGFIQ US MKT NEUT

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