Geo Wealth Management, LLC Toews Agility Shares Managed R Transaction History
Geo Wealth Management, LLC
- $2.4 Billion
- Q2 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 11,469 shares of MRSK stock, worth $393,960. This represents 0.02% of its overall portfolio holdings.
Number of Shares
11,469
Previous 14,015
18.17%
Holding current value
$393,960
Previous $443,000
13.09%
% of portfolio
0.02%
Previous 0.02%
Shares
10 transactions
Others Institutions Holding MRSK
# of Institutions
40Shares Held
9.95MCall 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
-
Strategic Equity Management1.46MShares$50.3 Million20.16% of portfolio
-
Orion Portfolio Solutions, LLC1.46MShares$50.3 Million0.5% of portfolio
-
Moneywise, Inc.668KShares$22.9 Million11.28% of portfolio