Purchases and Sales Made in Q1 2025 in Toews Agility Shares Dynamic T (THY)
This table provides information about the institutional ownership of Toews Agility Shares Dynamic T (THY) during Q1 2025. The information is specifically focused on institutions that hold shares of TOEWS AGILITY SHARES DYNAMIC T.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
96.6K+ 11.37% |
$2.12M - $2.18M
|
945K
$20.9M
|
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
15K+ 10.17% |
$328K - $338K
|
162K
$3.58M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
12.3K+ 45.88% |
$269K - $277K
|
39K
$862K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
645+ 2.9% |
$14.2K - $14.6K
|
22.9K
$506K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
527New |
$11.6K - $11.9K
|
527
$11.6K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
320+ 17.17% |
$7.02K - $7.24K
|
2.18K
$48.3K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-49- 43.36% |
$1.08K - $1.11K
|
64
$1.41K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-320- 14.65% |
$7.02K - $7.24K
|
1.86K
$41.2K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.13K- 7.92% |
$24.8K - $25.6K
|
13.1K
$290K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.08K- 3.81% |
$45.5K - $47K
|
52.4K
$1.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13.8K- 57.34% |
$303K - $313K
|
10.3K
$227K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-30.8K- 69.55% |
$675K - $697K
|
13.5K
$298K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-42.3K- 75.17% |
$927K - $957K
|
14K
$309K
|