Steward Partners Investment Advisory, LLC Agf Invts Tr Agfiq Us Mkt Neut Transaction History

Steward Partners Investment Advisory, LLC

  • $10.9 Billion
  • Q1 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Agf Invts Tr Agfiq Us Mkt Neut stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 2,830 shares of BTAL stock, worth $54,222. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,830
Previous 3,992 29.11%
Holding current value
$54,222
Previous $73,000 20.55%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$17.67 - $20.85 $20,532 - $24,227
-1,162 Reduced 29.11%
2,830 $58,000
Q3 2024

Nov 14, 2024
BUY
$18.74 - $20.92 $37 - $41
2 Added 0.05%
3,992 $78,000
Q1 2024

May 15, 2024
BUY
$17.27 - $18.62 $68,907 - $74,293
3,990 New
3,990 $71,000
Q2 2023

Aug 14, 2023
BUY
$18.68 - $21.14 $13,916 - $15,749
745 New
745 $13,000

Others Institutions Holding BTAL

# of Institutions
87
Shares Held
16.2M
Call Options Held
0
Put Options Held
0
View Full List

About AGF INVTS TR AGFIQ US MKT NEUT

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