WEALTHSOURCE PARTNERS, LLC - AGF INVTS TR ownership

AGF INVTS TR's ticker is BTAL and the CUSIP is 00110G408. A total of 73 filers reported holding AGF INVTS TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

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 Q2 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