Tmd Wealth Management, LLC / BTAL
Tmd Wealth Management, LLC’s Agf Invts Tr Position
Does Tmd Wealth Management, LLC own Agf Invts Tr (BTAL)? Yes — 1.26M shares worth $25M (+5.41% of its 13F portfolio) as of Q2 2024, up from 469.7K shares the prior filed quarter.
Position Value
$25M
Q2 2024
Shares
1.26M
% of Portfolio
+5.41%
Quarters Held
15
currently held
Position History BTAL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2024 | 1.26M | $25M | +5.41% |
| Q1 2024 | 469.7K | $8M | +1.97% |
| Q4 2023 | 524.3K | $9M | +2.32% |
| Q3 2023 | 558.1K | $11M | +3.16% |
| Q2 2023 | 778.4K | $15M | +3.81% |
| Q1 2023 | 785.6K | $16M | +4.52% |
| Q4 2022 | 756.8K | $16M | +7.14% |
| Q3 2022 | 844.0K | $17M | +7.72% |
| Q2 2022 | 849.7K | $19M | +7.75% |
| Q1 2022 | 986.3K | $18M | +6.96% |
| Q4 2021 | 1.05M | $19M | +6.94% |
| Q3 2021 | 970.0K | $17M | +6.92% |
| Q2 2021 | 899.8K | $15M | +6.64% |
| Q1 2021 | 474.2K | $8M | +3.86% |
| Q4 2020 | 669.2K | $13M | +7.16% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Tmd Wealth Management, LLC’s full portfolio or all institutional holders of BTAL.