L.M. Kohn & Company Agf Invts Tr Agfiq Us Mkt Neut Transaction History

L.M. Kohn & Company

$390 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 08, 2023	BUY	$19.02 - $21.49 $155,545 - $175,745	8,178 Added 59.27%	21,975 $448,000
Q4 2022 Feb 08, 2023	BUY	$19.63 - $21.59 $270,835 - $297,877	13,797 New	13,797 $292,000

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 L.M. Kohn & Company, based on Form 13F filings with the SEC.

News

Stay updated on L.M. Kohn & Company with notifications on news.