One Ascent Wealth Management LLC Toews Agility Shares Managed R Transaction History
One Ascent Wealth Management LLC
- $231 Million
- Q1 2025
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 9,915 shares of MRSK stock, worth $338,299. This represents 0.14% of its overall portfolio holdings.
Number of Shares
9,915
Previous 12,742
22.19%
Holding current value
$338,299
Previous $420,000
25.24%
% of portfolio
0.14%
Previous 0.17%
Shares
8 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