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 $1.69 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
90,247
Previous 90,598 0.39%
Holding current value
$1.69 Million
Previous $1.8 Million 15.01%
% of portfolio
0.1%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024
SELL
$16.65 - $21.27 $5,844 - $7,465
-351 Reduced 0.39%
90,247 $1.53 Million
Q3 2023

Nov 09, 2023
BUY
$17.84 - $20.16 $695 - $786
39 Added 0.04%
90,598 $1.8 Million
Q2 2023

Aug 14, 2023
SELL
$18.68 - $21.14 $69,807 - $79,000
-3,737 Reduced 3.96%
90,559 $1.7 Million
Q1 2023

May 15, 2023
SELL
$19.02 - $21.49 $106,740 - $120,601
-5,612 Reduced 5.62%
94,296 $1.92 Million
Q4 2022

Feb 09, 2023
BUY
$19.63 - $21.59 $1.96 Million - $2.16 Million
99,908 New
99,908 $2.12 Million

Others Institutions Holding BTAL

# of Institutions
83
Shares Held
20.1M
Call Options Held
0
Put Options Held
100
View Full List

About AGF INVTS TR AGFIQ US MKT NEUT

BTAL Quotes by TradingView
  • Ticker BTAL
  • Sector ETFs
  • Industry ETFs
More about BTAL
Track This Portfolio

Track Wealthsource Partners, LLC Portfolio

Follow Wealthsource Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthsource Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthsource Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email