Geo Wealth Management, LLC Toews Agility Shares Managed R Transaction History
Geo Wealth Management, LLC
- $2.33 Billion
- Q1 2025
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 14,015 shares of MRSK stock, worth $478,191. This represents 0.02% of its overall portfolio holdings.
Number of Shares
14,015
Previous 16,868
16.91%
Holding current value
$478,191
Previous $556,000
20.32%
% of portfolio
0.02%
Previous 0.02%
Shares
9 transactions
Others Institutions Holding MRSK
# of Institutions
33Shares Held
5.49MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.65MShares$56.1 Million0.02% of portfolio
-
Orion Portfolio Solutions, LLC1.46MShares$49.9 Million0.5% of portfolio
-
Moneywise, Inc.668KShares$22.8 Million11.28% of portfolio
-
Hfg Wealth Management, LLC The Woodlands, TX347KShares$11.8 Million6.69% of portfolio
-
Eqis Capital Management, Inc. San Rafael, CA286KShares$9.77 Million0.79% of portfolio