Wfa Of San Diego, LLC Agf Invts Tr Agfiq Us Mkt Neut Transaction History

Wfa Of San Diego, LLC

  • $132 Million
  • Q2 2025

A detailed history of Wfa Of San Diego, LLC transactions in Agf Invts Tr Agfiq Us Mkt Neut stock. As of the latest transaction made, Wfa Of San Diego, LLC holds 1,332 shares of BTAL stock, worth $20,459. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,332
Previous 2,234 40.38%
Holding current value
$20,459
Previous $43,000 46.51%
% of portfolio
0.02%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$17.61 - $21.46 $15,884 - $19,356
-902 Reduced 40.38%
1,332 $23,000
Q3 2024

Nov 13, 2024
BUY
$18.74 - $20.92 $862 - $962
46 Added 2.1%
2,234 $43,000
Q2 2024

Aug 14, 2024
BUY
$18.03 - $19.74 $35,933 - $39,341
1,993 Added 1022.05%
2,188 $42,000
Q3 2023

Nov 02, 2023
BUY
$17.84 - $20.16 $3,478 - $3,931
195 New
195 $3,000

Others Institutions Holding BTAL

# of Institutions
89
Shares Held
12.3M
Call Options Held
0
Put Options Held
0
View Full List

About AGF INVTS TR AGFIQ US MKT NEUT

BTAL Quotes by TradingView
  • Ticker BTAL
  • Sector ETFs
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More about BTAL
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