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Agf Investments Trust agfiq us mk anti shares owned by Worth Asset Management

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

Historical chart of Worth Asset Management 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 Worth Asset Management 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 Worth Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $719k 40k 18.01
2023-12-31 $874k 52k 16.95
2023-09-30 $811k 41k 19.87
2023-06-30 $101k 5.4k 18.73
2023-03-31 $2.3M 111k 20.40
2022-12-31 $3.3M 157k 21.21
2022-09-30 $1.7M 85k 20.18
2022-06-30 $2.3M 104k 21.79
2022-03-31 $1.2M 55k 21.55

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Apple Stock (AAPL)
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Meta Platforms Inc Cl A Stock (META)
General Mtrs Stock (GM)
American Express Stock (AXP)
Caterpillar Stock (CAT)
Lam Research Corp Stock (LRCX)

View all positions for Worth Asset Management

Top funds holding Agf Investments Trust agfiq us mk anti

Tactive Advisors
Fortis Group Advisors
Jane Street
Avestar Capital
Advisor Group Holdings
Flagship Harbor Advisors
Hobbs Group Advisors
Captrust Financial Advisors
Royal Bank of Canada
Commonwealth Equity Services
Assetmark
AE Wealth Management
Private Advisor
Wealthsource Partners
Beaumont Capital Management

View all funds holding Agf Investments Trust agfiq us mk anti