Ifp Advisors, Inc Toews Agility Shares Dynamic T Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 12, 2023	BUY	$21.39 - $22.29 $106 - $111	5 Added 0.91%	554 $11,000
Q2 2023 Aug 04, 2023	SELL	$21.75 - $22.45 $4,154 - $4,287	-191 Reduced 25.81%	549 $12,000
Q1 2023 Apr 18, 2023	BUY	$22.2 - $23.07 $355 - $369	16 Added 2.21%	740 $16,000
Q4 2022 Feb 07, 2023	SELL	$22.38 - $23.36 $17,411 - $18,174	-778 Reduced 51.8%	724 $18,000
Q3 2022 Nov 08, 2022	BUY	$22.81 - $23.78 $16,172 - $16,860	709 Added 89.41%	1,502 $38,000
Q2 2022 Sep 06, 2022	BUY	$23.03 - $24.22 $18,262 - $19,206	793 New	793 $20,000
Q2 2022 Aug 12, 2022	SELL	$23.03 - $24.22 $18,262 - $19,206	-793 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$24.09 - $24.42 $192 - $195	8 Added 1.02%	793 $0
Q4 2021 Jan 12, 2022	SELL	$24.21 - $24.99 $944 - $974	-39 Reduced 4.73%	785 $20,000
Q3 2021 Oct 06, 2021	BUY	$24.88 - $25.42 $1,965 - $2,008	79 Added 10.6%	824 $21,000
Q2 2021 Jul 13, 2021	SELL	$25.06 - $25.34 $1,904 - $1,925	-76 Reduced 9.26%	745 $18,000
Q1 2021 Apr 30, 2021	SELL	$25.11 - $25.64 $19,209 - $19,614	-765 Reduced 48.23%	821 $20,000
Q4 2020 Jan 25, 2021	BUY	$24.89 - $25.67 $49 - $51	2 Added 0.13%	1,586 $40,000
Q3 2020 Oct 29, 2020	SELL	$24.55 - $25.61 $1,252 - $1,306	-51 Reduced 3.12%	1,584 $39,000
Q2 2020 Aug 05, 2020	BUY	$24.6 - $25.06 $40,221 - $40,973	1,635 New	1,635 $40,000

Others Institutions Holding THY

# of Institutions

15

Shares Held

1.04M

Call Options Held

0

Put Options Held

0

Orion Portfolio Solutions, LLC

696K
Shares

$16 Million
0.17% of portfolio
R Pg Family Wealth Advisory, LLC Burlington, MA

129K
Shares

$2.98 Million
1.01% of portfolio
Cambridge Investment Research Advisors, Inc.

63.9K
Shares

$1.47 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

31.7K
Shares

$730,471
0.0% of portfolio
Sowell Financial Services LLC North Little Rock, AR

30.8K
Shares

$709,648
0.03% of portfolio

About TOEWS AGILITY SHARES DYNAMIC T

Ticker THY
Sector Technology

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