Patriot Financial Group Insurance Agency, LLC - AGF INVTS TR ownership

AGF INVTS TR's ticker is BTAL and the CUSIP is 00110G408. A total of 24 filers reported holding AGF INVTS TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of AGF INVTS TR
ValueSharesWeighting
Q2 2022$4,000
-20.0%
206
-16.6%
0.00%0.0%
Q1 2022$5,000
+25.0%
247
+24.1%
0.00%0.0%
Q4 2021$4,000
-33.3%
199
-46.6%
0.00%0.0%
Q3 2021$6,000
+50.0%
373
+59.4%
0.00%0.0%
Q2 2021$4,000
-42.9%
234
-38.6%
0.00%
-50.0%
Q1 2021$7,000
+16.7%
381
+30.5%
0.00%0.0%
Q4 2020$6,000
-14.3%
292
+3.9%
0.00%0.0%
Q3 2020$7,000
+133.3%
281
+155.5%
0.00%
+100.0%
Q1 2020$3,000
+50.0%
1100.0%0.00%0.0%
Q4 2019$2,0001100.00%
Other shareholders
AGF INVTS TR shareholders Q3 2021
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