TMD Wealth Management, LLC BTAL Holdings History
TMD Wealth Management, LLC's AGF U.S. Market Neutral Anti-Beta Fund Holding Summary
As of 2024-06-30, TMD Wealth Management, LLC held 1.26 Mil shares of AGF U.S. Market Neutral Anti-Beta Fund(BTAL), totaling $24.68 Mil. This investment constitutes 5.41% of their stock portfolio, and TMD Wealth Management, LLC now holds -% of the outstanding AGF U.S. Market Neutral Anti-Beta Fund(BTAL) stock.
The initial trade took place in 2021Q2. And since then TMD Wealth Management, LLC has made 5 purchases of BTAL, at an average price of $17.85, for a total of 1.87 Mil shares. In addition, there have been 8 sales at an average price of $19.39 for 608,360.00 shares. Based on historical transaction data and BTAL's current price of $17.02, TMD Wealth Management, LLC's estimated gain on his BTAL holdings is $-101,910.73, reflecting a -0.31% gain to date.
TMD Wealth Management, LLC BTAL ($17.02) Holding Chart
TMD Wealth Management, LLC BTAL ($17.02) 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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