One Charles Private Wealth Services, LLC - AGF INVTS TR ownership

AGF INVTS TR's ticker is BTAL and the CUSIP is 00110G408. A total of 39 filers reported holding AGF INVTS TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
One Charles Private Wealth Services, LLC ownership history of AGF INVTS TR
ValueSharesWeighting
Q3 2020$13,516,000
+21.9%
572,934
+25.7%
8.31%
+44.7%
Q2 2020$11,092,000
+5310.7%
455,705
-53.9%
5.74%
+4154.1%
Q4 2019$205,000988,6200.14%
Other shareholders
AGF INVTS TR shareholders Q2 2020
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