R Pg Family Wealth Advisory, LLC Toews Agility Shares Managed R Transaction History
R Pg Family Wealth Advisory, LLC
- $323 Million
- Q1 2025
A detailed history of R Pg Family Wealth Advisory, LLC transactions in Toews Agility Shares Managed R stock. As of the latest transaction made, R Pg Family Wealth Advisory, LLC holds 236,438 shares of MRSK stock, worth $8.12 Million. This represents 2.31% of its overall portfolio holdings.
Number of Shares
236,438
Previous 227,235
4.05%
Holding current value
$8.12 Million
Previous $7.5 Million
0.24%
% of portfolio
2.31%
Previous 2.99%
Shares
3 transactions
Others Institutions Holding MRSK
# of Institutions
39Shares Held
9.06MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.02MShares$69.5 Million0.02% of portfolio
-
Strategic Equity Management1.46MShares$50.3 Million20.16% of portfolio
-
Orion Portfolio Solutions, LLC1.46MShares$50.3 Million0.5% of portfolio
-
Brinker Capital Investments, LLC1.46MShares$50.3 Million0.5% of portfolio
-
Moneywise, Inc.668KShares$22.9 Million11.28% of portfolio