AGTHX AMER FND GRW FD OF AM-A
FollowMFD (fund)
11 managers (11 13F filers) reported a position in AGTHX shares at 2025-06-30, 40,841 shares in all. 2 filers opened a position and 2 filers sold out during the quarter.
- Managers
- 11
- 13F filers
- 11
- New
- 2
- Added
- 1
- Reduced
- 3
- Sold out
- 2
- Shares held by filers
- 40,841
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2025
Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Coston, McIsaac & Partners | 12,259 | $1.01M | 0.26% | 0 | 13F-HRTimeline |
| RiverFront Investment Group, LLC | 5,656 | $465K | 0.01% | +863 | 13F-HRTimeline |
| Ethos Financial Group, LLC | 5,578 | $459K | 0.04% | -3,793 | 13F-HRTimeline |
| Williams Jones Wealth Management, LLC. | 4,632 | $381K | <0.01% | new | 13F-HRTimeline |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 4,347 | $357K | 0.01% | 0 | 13F-HRTimeline |
| Fulton Bank, N.A. | 3,953 | $325K | 0.01% | -1,130 | 13F-HRTimeline |
| NORTH STAR ASSET MANAGEMENT INC | 3,394 | $279K | 0.01% | 0 | 13F-HRTimeline |
| Financial Gravity Companies, Inc.in group Financial Gravity Companies, … | 502 | $41.3K | 0.01% | 13F-HRTimelineGroup | |
| Brooklyn Investment Group | 285 | $23.4K | <0.01% | -216 | 13F-HR/ATimeline |
| Luminist Capital LLC | 207 | $16.9K | 0.02% | new | 13F-HRTimeline |
| Game Plan Financial Advisors, LLC | 28 | $2.33K | <0.01% | 0 | 13F-HRTimeline |