Ethos Financial Group, LLC - AGF INVTS TR ownership

Quarter-by-quarter ownership
Ethos Financial Group, LLC ownership history of AGF INVTS TR
ValueSharesWeighting
Q3 2023$8,521,569
-1.4%
429,110
+1.3%
2.20%
-24.5%
Q2 2023$8,638,8290.0%423,5220.0%2.92%
+8.5%
Q1 2023$8,638,829
-33.6%
423,522
-30.3%
2.69%
-39.0%
Q4 2022$13,006,398607,4804.40%
Other shareholders
AGF INVTS TR shareholders Q4 2023
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