Atria Wealth Solutions, Inc. - AGF INVTS TR ownership

AGF INVTS TR's ticker is BTAL and the CUSIP is 00110G408. A total of 80 filers reported holding AGF INVTS TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Atria Wealth Solutions, Inc. ownership history of AGF INVTS TR
ValueSharesWeighting
Q3 2022$411,000
-47.6%
20,239
-43.8%
0.01%
-53.3%
Q2 2022$785,00036,0440.02%
Other shareholders
AGF INVTS TR shareholders Q4 2022
NameSharesValueWeighting ↓
PEAK FINANCIAL ADVISORS LLC 261,696$4,909,4173.85%
TMD Wealth Management, LLC 778,362$14,602,0623.81%
Ethos Financial Group, LLC 423,522$8,638,8292.92%
Astoria Portfolio Advisors LLC. 294,059$5,260,7162.04%
Delos Wealth Advisors, LLC 72,966$1,368,8431.75%
WESPAC Advisors, LLC 100,726$1,889,6201.51%
AlphaQ Advisors LLC 107,827$2,022,8351.49%
Fortis Group Advisors, LLC 270,658$5,077,5511.35%
Empirical Asset Management, LLC 69,052$1,295,4081.15%
TAP Consulting, LLC 174,515$3,273,9020.80%
View complete list of AGF INVTS TR shareholders