Worth Asset Management, LLC Agf Invts Tr Agfiq Us Mkt Neut Transaction History
Worth Asset Management, LLC
- $162 Million
- Q2 2024
A detailed history of Worth Asset Management, LLC transactions in Agf Invts Tr Agfiq Us Mkt Neut stock. As of the latest transaction made, Worth Asset Management, LLC holds 35,586 shares of BTAL stock, worth $710,296. This represents 0.43% of its overall portfolio holdings.
Number of Shares
35,586
Previous 39,913
10.84%
Holding current value
$710,296
Previous $719,000
2.92%
% of portfolio
0.43%
Previous 0.47%
Shares
10 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$47.4 Million0.27% of portfolio
-
Tmd Wealth Management, LLC1.26MShares$25.1 Million6.37% of portfolio
-
Tactive Advisors, LLC Jacksonville, FL701KShares$14 Million6.72% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS696KShares$13.9 Million0.17% of portfolio
-
Morgan Stanley New York, NY654KShares$13.1 Million0.0% of portfolio