BlackDiamond Wealth Management, LLC - AGF INVTS TR ownership

AGF INVTS TR's ticker is BTAL and the CUSIP is 00110G408. A total of 77 filers reported holding AGF INVTS TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
BlackDiamond Wealth Management, LLC ownership history of AGF INVTS TR
ValueSharesWeighting
Q3 2023$331,073
-4.0%
15,713
-7.2%
0.30%
-28.0%
Q3 2022$345,000
+16.2%
16,930
+14.8%
0.42%
+12.2%
Q2 2022$297,00014,7520.37%
Other shareholders
AGF INVTS TR shareholders Q3 2023
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