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 $8.07 Million. This represents 2.31% of its overall portfolio holdings.
Number of Shares
236,438
Previous 227,235
4.05%
Holding current value
$8.07 Million
Previous $7.5 Million
0.24%
% of portfolio
2.31%
Previous 2.99%
Shares
3 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