FLAGSHIP HARBOR ADVISORS, LLC - AGF INVTS TR ownership

AGF INVTS TR's ticker is BTAL and the CUSIP is 00110G408. A total of 63 filers reported holding AGF INVTS TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
FLAGSHIP HARBOR ADVISORS, LLC ownership history of AGF INVTS TR
ValueSharesWeighting
Q3 2023$356,665
-70.3%
17,959
-69.5%
0.03%
-73.5%
Q1 2023$1,201,630
-66.7%
58,904
-65.3%
0.11%
-69.4%
Q4 2022$3,603,154
+66.2%
169,880
+59.3%
0.37%
+47.0%
Q3 2022$2,168,000106,6180.25%
Other shareholders
AGF INVTS TR shareholders Q3 2022
NameSharesValueWeighting ↓
PEAK FINANCIAL ADVISORS LLC 283,053$5,774,2814.88%
TMD Wealth Management, LLC 785,593$16,026,0894.52%
Fortis Group Advisors, LLC 452,330$9,476,3122.86%
Ethos Financial Group, LLC 423,522$8,638,8292.69%
Astoria Portfolio Advisors LLC. 276,338$5,692,5722.40%
AMJ Financial Wealth Management 167,554$3,418,1022.20%
WESPAC Advisors, LLC 104,390$2,129,5562.00%
AlphaQ Advisors LLC 103,527$2,111,9511.80%
Delos Wealth Advisors, LLC 69,476$1,417,3111.79%
Worth Asset Management, LLC 111,257$2,269,6421.72%
View complete list of AGF INVTS TR shareholders