BTAL / AGF Investments Trust - AGF U.S. Market Neutral Anti-Beta Fund - Institutionellt ägande - Säljare

AGF Investments Trust - AGF U.S. Market Neutral Anti-Beta Fund
US ˙ ARCA ˙ US00110G4082

Institutionellt ägande och fondägande - Säljare

Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.

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Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-08-08 13F Fortis Group Advisors, LLC 0 −100,00 0
2025-05-08 13F Tredje AP-fonden 0 −100,00 0
2025-08-19 13F Advisory Services Network, LLC 0 −100,00 0
2025-08-15 13F Captrust Financial Advisors 200 143 −7,27 3 543 −21,25
2025-08-14 13F Camarda Financial Advisors, LLC 0 −100,00 0
2025-05-13 13F Bank Of Montreal /can/ 0 −100,00 0 −100,00
2025-08-13 13F GeoWealth Management, LLC 0 −100,00 0
2025-07-25 13F Cwm, Llc 798 −3,27 0
2025-07-22 13F Belpointe Asset Management LLC 22 790 −69,86 403 −74,43
2025-07-09 13F Reyes Financial Architecture, Inc. 1 102 −91,96 20 −93,33
2025-07-17 13F Sound Income Strategies, LLC 3 678 −9,03 65 −22,62
2025-08-04 13F Assetmark, Inc 336 −43,72 6 −58,33
2025-08-08 13F Cetera Investment Advisers 20 374 −0,59 361 −15,69
2025-08-12 13F LPL Financial LLC 441 490 −37,21 7 814 −46,67
2025-08-14 13F Goldman Sachs Group Inc 0 −100,00 0
2025-08-07 13F Resources Investment Advisors, LLC. 603 602 −7,03 10 684 −21,04
2025-07-25 13F Hobbs Group Advisors, LLC 23 941 −53,34 424 −60,43
2025-07-23 13F Defined Financial Planning LLC 0 −100,00 0 −100,00
2025-08-13 13F Avestar Capital, LLC 131 725 −3,25 2 332 −17,84
2025-07-29 13F Private Trust Co Na 0 −100,00 0
2025-05-09 13F Cedar Wealth Management, LLC 0 −100,00 0
2025-08-14 13F Wells Fargo & Company/mn 0 −100,00 0
2025-09-04 13F/A Advisor Group Holdings, Inc. 1 717 964 −4,50 30 408 −18,88
2025-08-11 13F Private Advisor Group, LLC 0 −100,00 0
2025-08-14 13F Kovitz Investment Group Partners, LLC 870 936 −51,86 15 416 −59,12
2025-08-06 13F Commonwealth Equity Services, Llc 0 −100,00 0
2025-08-07 13F Efficient Advisors, LLC 0 −100,00 0
2025-04-10 13F Retireful, LLC 0 −100,00 0 −100,00
2025-08-14 13F Jane Street Group, Llc 0 −100,00 0 −100,00
2025-07-18 13F Cooper Financial Group 10 167 −11,16 180 −24,79
2025-07-15 13F Armis Advisers, LLC 50 085 −38,26 887 −47,57
2025-08-12 13F Global Retirement Partners, LLC 0 −100,00 0
2025-08-04 13F Creative Financial Designs Inc /adv 218 805 −1,50 3 873 −16,35
2025-07-28 13F Mutual Advisors, LLC 0 −100,00 0
2025-08-01 13F Envestnet Asset Management Inc 71 913 −24,15 1 273 −35,59
2025-08-15 13F WFA of San Diego, LLC 1 332 −40,38 24 −46,51
2025-08-07 13F Runnymede Capital Advisors, Inc. 0 −100,00 0
2025-05-15 13F Citadel Advisors Llc 0 −100,00 0 −100,00
2025-05-15 13F Talon Private Wealth, LLC 0 −100,00 0 −100,00
2025-07-23 13F REAP Financial Group, LLC 16 276 −5,70 288 −19,78
2025-07-28 13F Harbour Investments, Inc. 32 339 −2,01 572 −16,74
2025-08-18 13F Tactive Advisors, LLC 408 446 −41,75 7 229 −42,77
2025-04-25 13F Socha Financial Group, LLC 0 −100,00 0
2025-04-23 13F VisionPoint Advisory Group, LLC 0 −100,00 0
2025-08-12 13F Steward Partners Investment Advisory, Llc 0 −100,00 0
2025-08-18 13F Goodman Advisory Group, LLC 0 −100,00 0
2025-08-18 13F/A National Bank Of Canada /fi/ 118 −97,65 2 −98,08
2025-07-16 13F Maridea Wealth Management LLC 34 887 −84,26 618 −86,64
2025-07-25 13F Astoria Portfolio Advisors LLC. 0 −100,00 0
2025-05-12 13F Aveo Capital Partners, LLC 0 −100,00 0
2025-07-11 13F Farther Finance Advisors, LLC 8 450 −7,31 150 −21,16
2025-05-15 13F Beaumont Capital Management, LLC 0 −100,00 0
2025-05-15 13F Citadel Advisors Llc Put 0 −100,00 0 −100,00
2025-08-12 13F Jpmorgan Chase & Co 769 −88,81 14 −90,91
2025-05-14 13F Comerica Bank 0 −100,00 0 −100,00
2025-07-25 13F Atria Wealth Solutions, Inc. 0 −100,00 0
2025-03-18 13F/A Bank Of America Corp /de/ Put 0 −100,00 0 −100,00
2025-08-15 13F Tower Research Capital LLC (TRC) 0 −100,00 0
2025-07-09 13F Triumph Capital Management 0 −100,00 0
2025-08-14 13F Ausdal Financial Partners, Inc. 47 483 −78,83 840 −82,02
2025-08-15 13F Morgan Stanley 13 695 −97,93 242 −98,24
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