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

83

Shares Held

20.1M

Call Options Held

0

Put Options Held

100

Tredje Ap Fonden

4.8M
Shares

$89.8 Million
0.87% of portfolio
Federation Des Caisses Desjardins Du Quebec Levis, A8

2.35M
Shares

$43.9 Million
0.24% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.69M
Shares

$31.7 Million
0.08% of portfolio
Kovitz Investment Group Partners, LLC

1.42M
Shares

$26.5 Million
0.19% of portfolio
Tmd Wealth Management, LLC

1.26M
Shares

$23.5 Million
6.37% of portfolio

About AGF INVTS TR AGFIQ US MKT NEUT

Ticker BTAL
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