HERITAGE WEALTH MANAGEMENT, LLC - AGF INVTS TR ownership

AGF INVTS TR's ticker is BTAL and the CUSIP is 00110G408. A total of 35 filers reported holding AGF INVTS TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
HERITAGE WEALTH MANAGEMENT, LLC ownership history of AGF INVTS TR
ValueSharesWeighting
Q4 2022$197,126
+99.1%
9,294
+90.7%
0.03%
-12.5%
Q3 2022$99,000
-99.9%
4,873
-21.8%
0.03%
-28.9%
Q2 2022$135,689,000
+127908.5%
6,230
+7.3%
0.04%
+55.2%
Q1 2022$106,000
+3.9%
5,804
-3.0%
0.03%
-19.4%
Q3 2021$102,000
-19.7%
5,983
-20.5%
0.04%
-25.0%
Q2 2021$127,000
-35.2%
7,526
-34.3%
0.05%
-56.4%
Q1 2021$196,00011,4600.11%
Other shareholders
AGF INVTS TR shareholders Q1 2022
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