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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

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

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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

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Top funds holding Agf Investments Trust agfiq us mk anti

Federation des caisses Desjardins du Quebec
TMD Wealth Management
Cornerstone Wealth Group
Resources Investment Advisors
Morgan Stanley
Jane Street
LPL Financial
Captrust Financial Advisors
Assetmark
Commonwealth Equity Services
Avestar Capital
Creative Financial Designs
Raymond James Financial Services Advisors
Envestnet Asset Management
Hobbs Group Advisors

View all funds holding Agf Investments Trust agfiq us mk anti