Ifp Advisors, Inc Toews Agility Shares Managed R Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 18, 2023	SELL	$25.3 - $27.25 $99,783 - $107,474	-3,944 Reduced 96.81%	130 $3,000
Q4 2022 Feb 07, 2023	SELL	$25.47 - $27.09 $1.21 Million - $1.29 Million	-47,610 Reduced 92.12%	4,074 $102,000
Q2 2022 Sep 06, 2022	BUY	$25.27 - $28.35 $1.31 Million - $1.47 Million	51,684 New	51,684 $1.3 Million
Q2 2022 Aug 12, 2022	SELL	$25.27 - $28.35 $1.31 Million - $1.47 Million	-51,684 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$27.58 - $29.58 $846,402 - $907,780	30,689 Added 146.17%	51,684 $0
Q1 2022 Aug 08, 2022	BUY	$27.58 - $29.58 $77,361 - $82,971	2,805 Added 15.42%	20,995 $0
Q4 2021 Jan 12, 2022	BUY	$28.32 - $33.4 $301,523 - $355,609	10,647 Added 141.15%	18,190 $536,000
Q3 2021 Oct 06, 2021	BUY	$31.16 - $32.78 $146,452 - $154,066	4,700 Added 165.32%	7,543 $237,000
Q2 2021 Jul 13, 2021	BUY	$29.5 - $31.08 $83,868 - $88,360	2,843 New	2,843 $88,000

Others Institutions Holding MRSK

# of Institutions

26

Shares Held

4.31M

Call Options Held

0

Put Options Held

0

Orion Portfolio Solutions, LLC

1.2M
Shares

$40.4 Million
0.41% of portfolio
Lpl Financial LLC Fort Mill, SC

1.12M
Shares

$37.8 Million
0.02% of portfolio
Hfg Wealth Management, LLC The Woodlands, TX

517K
Shares

$17.5 Million
10.48% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

512K
Shares

$17.3 Million
0.04% of portfolio
Eqis Capital Management, Inc. San Rafael, CA

280K
Shares

$9.46 Million
0.75% of portfolio

About TOEWS AGILITY SHARES MANAGED R

Ticker MRSK
Sector Technology

More about MRSK

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