WFA of San Diego, LLC - AGF INVTS TR ownership

Quarter-by-quarter ownership
WFA of San Diego, LLC ownership history of AGF INVTS TR
ValueSharesWeighting
Q3 2023$3,8731950.00%
Other shareholders
AGF INVTS TR shareholders Q4 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