Capital Planning LLC Toews Agility Shares Managed R Put Options Transaction History
Capital Planning LLC
- $303 Million
- Q2 2025
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding MRSK
# of Institutions
39Shares Held
9.94MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.02MShares$69.5 Million0.02% of portfolio
-
Brinker Capital Investments, LLC1.78MShares$61.1 Million0.07% of portfolio
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Strategic Equity Management1.46MShares$50.3 Million20.16% of portfolio
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Orion Portfolio Solutions, LLC1.46MShares$50.3 Million0.5% of portfolio
-
Moneywise, Inc.668KShares$22.9 Million11.28% of portfolio