Wfa Of San Diego, LLC Agf Invts Tr Agfiq Us Mkt Neut Transaction History
Wfa Of San Diego, LLC
- $116 Million
- Q3 2024
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 2,234 shares of BTAL stock, worth $36,704. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,234
Previous 2,188
2.1%
Holding current value
$36,704
Previous $42,000
2.38%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding BTAL
# of Institutions
87Shares Held
15.8MCall Options Held
0Put Options Held
0-
Federation Des Caisses Desjardins Du Quebec Levis, A82.38MShares$39.1 Million0.26% of portfolio
-
Kovitz Investment Group Partners, LLC1.81MShares$29.7 Million0.21% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.8MShares$29.6 Million0.09% of portfolio
-
Tmd Wealth Management, LLC1.26MShares$20.7 Million6.37% of portfolio
-
Lpl Financial LLC Fort Mill, SC703KShares$11.6 Million0.01% of portfolio