WESPAC Advisors, LLC - AGF INVTS TR ownership

Quarter-by-quarter ownership
WESPAC Advisors, LLC ownership history of AGF INVTS TR
ValueSharesWeighting
Q3 2023$1,994,043
+5.5%
100,405
-0.3%
1.49%
-1.5%
Q2 2023$1,889,620
-11.3%
100,726
-3.5%
1.51%
-24.5%
Q1 2023$2,129,556104,3902.00%
Other shareholders
AGF INVTS TR shareholders Q4 2023
NameSharesValueWeighting ↓
TMD Wealth Management, LLC 1,049,218$18,655,0006.94%
Astoria Portfolio Advisors LLC. 136,279$2,423,0001.92%
Empirical Asset Management, LLC 36,243$644,0000.62%
Financial Enhancement Group LLC 142,121$2,527,0000.44%
Truadvice, LLC 21,399$391,0000.37%
Latitude Advisors, LLC 41,200$733,0000.20%
American Portfolios Advisors 263,302$4,681,5150.16%
Old Port Advisors 12,639$229,0000.08%
Tidal Investments LLC 75,895$1,349,0000.04%
Accel Wealth Management 4,370$78,0000.04%
View complete list of AGF INVTS TR shareholders