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

Kingsview Wealth Management, LLC

$4.45 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	BUY	$18.03 - $19.74 $239,113 - $261,791	13,262 New	13,262 $260,000
Q2 2021 Aug 17, 2021	SELL	$16.44 - $17.5 $762,059 - $811,195	-46,354 Closed	0 $0
Q1 2021 May 24, 2021	SELL	$16.51 - $19.58 $399,459 - $473,738	-24,195 Reduced 34.3%	46,354 $795,000
Q4 2020 Feb 16, 2021	BUY	$18.52 - $23.49 $94,081 - $119,329	5,080 Added 7.76%	70,549 $1.35 Million
Q3 2020 Nov 19, 2020	SELL	$22.56 - $25.54 $832,644 - $942,630	-36,908 Reduced 36.05%	65,469 $1.54 Million
Q2 2020 Aug 14, 2020	BUY	$20.62 - $26.15 $1.02 Million - $1.29 Million	49,427 Added 93.35%	102,377 $2.49 Million
Q1 2020 May 11, 2020	SELL	$22.12 - $26.28 $578,172 - $686,906	-26,138 Reduced 33.05%	52,950 $1.36 Million
Q4 2019 Jan 31, 2020	BUY	$22.09 - $24.47 $1.75 Million - $1.94 Million	79,088 New	79,088 $1.75 Million

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

$92.4 Million
0.87% of portfolio
Federation Des Caisses Desjardins Du Quebec Levis, A8

2.35M
Shares

$45.2 Million
0.24% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.69M
Shares

$32.6 Million
0.08% of portfolio
Kovitz Investment Group Partners, LLC

1.42M
Shares

$27.3 Million
0.19% of portfolio
Tmd Wealth Management, LLC

1.26M
Shares

$24.2 Million
6.37% of portfolio

About AGF INVTS TR AGFIQ US MKT NEUT

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