Capital Planning LLC Toews Agility Shares Managed R Transaction History
Capital Planning LLC
- $320 Million
- Q2 2024
A detailed history of Capital Planning LLC transactions in Toews Agility Shares Managed R stock. As of the latest transaction made, Capital Planning LLC holds 13,231 shares of MRSK stock, worth $416,511. This represents 0.13% of its overall portfolio holdings.
Number of Shares
13,231
Previous 13,446
1.6%
Holding current value
$416,511
Previous $415,000
1.2%
% of portfolio
0.13%
Previous 0.14%
Shares
7 transactions
Others Institutions Holding MRSK
# of Institutions
23Shares Held
3.85MCall Options Held
0Put Options Held
0-
Orion Portfolio Solutions, LLC1.07MShares$33.6 Million0.38% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.07MShares$33.5 Million0.02% of portfolio
-
Hfg Wealth Management, LLC The Woodlands, TX517KShares$16.3 Million10.48% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ452KShares$14.2 Million0.04% of portfolio
-
Eqis Capital Management, Inc. San Rafael, CA293KShares$9.23 Million0.8% of portfolio