Wealthsource Partners, LLC Agf Invts Tr Agfiq Us Mkt Neut Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
A detailed history of Wealthsource Partners, LLC transactions in Agf Invts Tr Agfiq Us Mkt Neut stock. As of the latest transaction made, Wealthsource Partners, LLC holds 90,247 shares of BTAL stock, worth $1.8 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
90,247
Previous 90,598
0.39%
Holding current value
$1.8 Million
Previous $1.8 Million
15.01%
% of portfolio
0.1%
Previous 0.12%
Shares
5 transactions
Others Institutions Holding BTAL
# of Institutions
68Shares Held
10.1MCall Options Held
0Put Options Held
0-
Federation Des Caisses Desjardins Du Quebec Levis, A82.37MShares$47.2 Million0.27% of portfolio
-
Tmd Wealth Management, LLC1.26MShares$25 Million6.37% of portfolio
-
Tactive Advisors, LLC Jacksonville, FL701KShares$13.9 Million6.72% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS696KShares$13.8 Million0.17% of portfolio
-
Morgan Stanley New York, NY654KShares$13 Million0.0% of portfolio