Trek Financial, LLC Agf Invts Tr Agfiq Us Mkt Neut Transaction History
Trek Financial, LLC
- $1.24 Billion
- Q3 2024
Shares
3 transactions
Others Institutions Holding BTAL
# of Institutions
82Shares Held
20MCall Options Held
0Put Options Held
100-
Tredje Ap Fonden4.8MShares$93.6 Million0.87% of portfolio
-
Federation Des Caisses Desjardins Du Quebec Levis, A82.35MShares$45.8 Million0.24% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.69MShares$33 Million0.08% of portfolio
-
Kovitz Investment Group Partners, LLC1.42MShares$27.6 Million0.19% of portfolio
-
Tmd Wealth Management, LLC1.26MShares$24.5 Million6.37% of portfolio