PTC
AGNG icon

Private Trust Company’s Global X Aging Population ETF AGNG Stock Holding History

Private Trust Company’s Portfolio AGNG Stock Details AGNG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-449
Closed -$12.5K – 2306
2023
Q2 		$12.5K Buy
+449
New +$12.5K ﹤0.01% 1539

Other funds holding AGNG

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
EWM
EPG Wealth Management Atlanta, Georgia $369M AUM 24.46% 1-Year Est. Return
OIM
Oder Investment Management Woodland Hills, California $130M AUM 25.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Private Trust Company's AGNG Position: Q3 2023 in Review

Private Trust Company sold out of Global X Aging Population ETF (AGNG) in Q3 2023, closing a stake of 449 shares — an estimated $12.5K sold.

Private Trust Company first reported a position in AGNG in Q2 2023 and held it in 1 quarter. The position peaked at $12.5K in Q2 2023. 21 funds tracked by Wall St. Rank hold AGNG as of Q3 2023.

  • Private Trust Company reported no remaining Global X Aging Population ETF position as of Q3 2023 after selling out during the quarter.
  • Private Trust Company sold 449 Global X Aging Population ETF shares in Q3 2023, an estimated $12.5K.
  • Private Trust Company first reported a position in Global X Aging Population ETF in Q2 2023 and held it in 1 quarter.
  • Private Trust Company's Global X Aging Population ETF position peaked at $12.5K in Q2 2023.
  • 21 funds tracked by Wall St. Rank held Global X Aging Population ETF as of Q3 2023.

Based on Private Trust Company's 13F filing for Q3 2023, filed 18 Oct 2023.