WEALTHSOURCE PARTNERS, LLC - AGF INVTS TR ownership

AGF INVTS TR's ticker is BTAL and the CUSIP is 00110G408. A total of 80 filers reported holding AGF INVTS TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
WEALTHSOURCE PARTNERS, LLC ownership history of AGF INVTS TR
ValueSharesWeighting
Q3 2023$1,799,276
+5.9%
90,598
+0.0%
0.12%
+9.8%
Q2 2023$1,698,887
-11.7%
90,559
-4.0%
0.11%
-13.8%
Q1 2023$1,923,638
-9.2%
94,296
-5.6%
0.13%
-13.3%
Q4 2022$2,119,04999,9080.15%
Other shareholders
AGF INVTS TR shareholders Q4 2022
NameSharesValueWeighting ↓
TMD Wealth Management, LLC 558,069$11,083,2413.16%
Fortis Group Advisors, LLC 382,984$7,812,8722.40%
Ethos Financial Group, LLC 429,110$8,521,5692.20%
Astoria Portfolio Advisors LLC. 190,563$4,015,1641.94%
Delos Wealth Advisors, LLC 71,880$1,351,3441.64%
WESPAC Advisors, LLC 100,405$1,994,0431.49%
AlphaQ Advisors LLC 79,182$1,572,5551.36%
Empirical Asset Management, LLC 69,104$1,372,3991.20%
TAP Consulting, LLC 214,513$4,260,2291.10%
Beaumont Capital Management, LLC 65,497$1,300,7700.94%
View complete list of AGF INVTS TR shareholders