Assetmark »

Agf Investments Trust agfiq us mk anti shares owned by Assetmark

Quarter-by-quarter ownership of Agf Investments Trust agfiq us mk anti (BTAL) shares owned by Assetmark from 13F filings

Historical chart of Assetmark investment in Agf Investments Trust agfiq us mk anti

Tip: Access up to 7 years of quarterly data

All positions including Agf Investments Trust agfiq us mk anti held by Assetmark consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Agf Investments Trust agfiq us mk anti by Assetmark

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.2M 216k 19.60
2024-06-30 $2.1M 109k 19.62
2024-03-31 $2.3M 128k 18.02
2023-12-31 $2.3M 136k 16.95
2023-09-30 $2.6M 129k 19.86

More positions owned by Assetmark

Vanguard World Mega Grwth Ind (MGK)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p500 Etf (IVV)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)

View all positions for Assetmark

Top funds holding Agf Investments Trust agfiq us mk anti

Tredje AP-fonden
Federation des caisses Desjardins du Quebec
Advisor Group Holdings
Kovitz Investment Group Partners
TMD Wealth Management
Cornerstone Wealth Group
Morgan Stanley
Resources Investment Advisors
LPL Financial
Scotia Capital
Jane Street
Captrust Financial Advisors
CIBC World Markets
Assetmark
Commonwealth Equity Services

View all funds holding Agf Investments Trust agfiq us mk anti