Fortis Group Advisors, LLC BTAL Holdings History
Fortis Group Advisors, LLC's AGF U.S. Market Neutral Anti-Beta Fund Holding Summary
As of 2025-03-31, Fortis Group Advisors, LLC held 307,987.00 shares of AGF U.S. Market Neutral Anti-Beta Fund(BTAL), totaling $6.42 Mil. This investment constitutes 1.25% of their stock portfolio, and Fortis Group Advisors, LLC now holds 1.58% of the outstanding AGF U.S. Market Neutral Anti-Beta Fund(BTAL) stock.
The initial trade took place in 2023Q1. And since then Fortis Group Advisors, LLC has made 3 purchases of BTAL, at an average price of $19.58, for a total of 841,363.00 shares. In addition, there have been 5 sales at an average price of $19.38 for 533,376.00 shares. Based on historical transaction data and BTAL's current price of $16.77, Fortis Group Advisors, LLC's estimated gain on his BTAL holdings is $-974,843.98, reflecting a -5.92% gain to date.
Fortis Group Advisors, LLC BTAL ($16.77) Holding Chart
Fortis Group Advisors, LLC BTAL ($16.77) 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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