Axim Planning & Wealth BTAL Holdings History
Axim Planning & Wealth's AGF U.S. Market Neutral Anti-Beta Fund Holding Summary
As of 2025-03-31, Axim Planning & Wealth held 41,528.00 shares of AGF U.S. Market Neutral Anti-Beta Fund(BTAL), totaling $865,440.00. This investment constitutes 0.77% of their stock portfolio, and Axim Planning & Wealth now holds 0.21% of the outstanding AGF U.S. Market Neutral Anti-Beta Fund(BTAL) stock.
The initial trade took place in 2025Q1. And since then Axim Planning & Wealth has made 1 purchases of BTAL, at an average price of $18.96, for a total of 41,528.00 shares. Based on historical transaction data and BTAL's current price of $16.68, Axim Planning & Wealth's estimated gain on his BTAL holdings is $-94,683.84, reflecting a -12.03% gain to date.
Axim Planning & Wealth BTAL ($16.68) Holding Chart
Axim Planning & Wealth BTAL ($16.68) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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