Geo Wealth Management, LLC Toews Agility Shares Managed R Transaction History
Geo Wealth Management, LLC
- $2.73 Billion
- Q3 2024
A detailed history of Geo Wealth Management, LLC transactions in Toews Agility Shares Managed R stock. As of the latest transaction made, Geo Wealth Management, LLC holds 20,324 shares of MRSK stock, worth $685,731. This represents 0.02% of its overall portfolio holdings.
Number of Shares
20,324
Previous 20,324
-0.0%
Holding current value
$685,731
Previous $645,000
2.33%
% of portfolio
0.02%
Previous 0.03%
Shares
7 transactions
Others Institutions Holding MRSK
# of Institutions
26Shares Held
4.31MCall Options Held
0Put Options Held
0-
Orion Portfolio Solutions, LLC1.2MShares$40.4 Million0.41% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.12MShares$37.8 Million0.02% of portfolio
-
Hfg Wealth Management, LLC The Woodlands, TX517KShares$17.5 Million10.48% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ512KShares$17.3 Million0.04% of portfolio
-
Eqis Capital Management, Inc. San Rafael, CA280KShares$9.46 Million0.75% of portfolio