KLR INVESTMENT ADVISORS, LLC - AGF INVTS TR ownership

Quarter-by-quarter ownership
KLR INVESTMENT ADVISORS, LLC ownership history of AGF INVTS TR
ValueSharesWeighting
Q3 2023$700,393
+4.3%
34,333
-4.1%
0.64%
+15.0%
Q2 2023$671,589
-4.1%
35,799
+4.3%
0.55%
-10.2%
Q1 2023$700,393
+0.2%
34,333
+5.2%
0.62%
+7.1%
Q4 2022$699,06032,6310.58%
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