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

L.M. Kohn & Company

$378 Million
Q4 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

85

Shares Held

18.1M

Call Options Held

0

Put Options Held

200

Tredje Ap Fonden

4.8M
Shares

$99.4 Million
0.83% of portfolio
Federation Des Caisses Desjardins Du Quebec Levis, A8

2.37M
Shares

$49 Million
0.24% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.63M
Shares

$33.7 Million
0.08% of portfolio
Tmd Wealth Management, LLC

1.26M
Shares

$26 Million
6.37% of portfolio
Kovitz Investment Group Partners, LLC

1.22M
Shares

$25.2 Million
0.08% of portfolio

About AGF INVTS TR AGFIQ US MKT NEUT

Ticker BTAL
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