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
83Shares Held
20.1MCall Options Held
0Put Options Held
100-
Tredje Ap Fonden4.8MShares$92.4 Million0.87% of portfolio
-
Federation Des Caisses Desjardins Du Quebec Levis, A82.35MShares$45.2 Million0.24% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.69MShares$32.6 Million0.08% of portfolio
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Kovitz Investment Group Partners, LLC1.42MShares$27.3 Million0.19% of portfolio
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Tmd Wealth Management, LLC1.26MShares$24.2 Million6.37% of portfolio