One Ascent Wealth Management LLC Toews Agility Shares Managed R Transaction History
One Ascent Wealth Management LLC
- $192 Million
- Q2 2024
A detailed history of One Ascent Wealth Management LLC transactions in Toews Agility Shares Managed R stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 15,262 shares of MRSK stock, worth $494,794. This represents 0.25% of its overall portfolio holdings.
Number of Shares
15,262
Previous 15,262
-0.0%
Holding current value
$494,794
Previous $472,000
2.75%
% of portfolio
0.25%
Previous 0.18%
Shares
6 transactions
Others Institutions Holding MRSK
# of Institutions
23Shares Held
3.85MCall Options Held
0Put Options Held
0-
Orion Portfolio Solutions, LLC1.07MShares$34.6 Million0.38% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.07MShares$34.5 Million0.02% of portfolio
-
Hfg Wealth Management, LLC The Woodlands, TX517KShares$16.8 Million10.48% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ452KShares$14.7 Million0.04% of portfolio
-
Eqis Capital Management, Inc. San Rafael, CA293KShares$9.51 Million0.8% of portfolio