Silver Oak Securities, Inc Toews Agility Shares Dynamic T Transaction History

Silver Oak Securities, Inc

$1.14 Billion
Q2 2025

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 27, 2025	BUY	$22.55 - $23.06 $130,226 - $133,171	5,775 Added 21.53%	32,604 $736,000
Q3 2024 Oct 23, 2024	BUY	$22.18 - $23.08 $318,815 - $331,751	14,374 Added 115.41%	26,829 $618,000
Q2 2024 Jul 12, 2024	BUY	$22.05 - $22.43 $37,308 - $37,951	1,692 Added 15.72%	12,455 $276,000
Q1 2024 May 10, 2024	SELL	$22.25 - $22.71 $25,476 - $26,002	-1,145 Reduced 9.62%	10,763 $241,000
Q4 2023 Feb 05, 2024	SELL	$21.39 - $22.71 $6,973 - $7,403	-326 Reduced 2.66%	11,908 $268,000
Q3 2023 Nov 20, 2023	SELL	$21.39 - $22.29 $167,868 - $174,931	-7,848 Reduced 39.08%	12,234 $262,000
Q2 2023 Aug 02, 2023	SELL	$21.75 - $22.45 $77,995 - $80,505	-3,586 Reduced 15.15%	20,082 $442,000
Q1 2023 May 05, 2023	BUY	$22.2 - $23.07 $166,167 - $172,678	7,485 Added 46.25%	23,668 $552,000
Q4 2022 Feb 02, 2023	BUY	$22.38 - $23.36 $362,175 - $378,034	16,183 New	16,183 $364,000
Q3 2022 Oct 23, 2023	SELL	$22.81 - $23.78 $179,012 - $186,625	-7,848 Reduced 39.08%	12,234 $0

Others Institutions Holding THY

# of Institutions

16

Shares Held

2.35M

Call Options Held

0

Put Options Held

0

Brinker Capital Investments, LLC

1.03M
Shares

$23.4 Million
0.22% of portfolio
Orion Portfolio Solutions, LLC

945K
Shares

$21.5 Million
0.22% of portfolio
R Pg Family Wealth Advisory, LLC Burlington, MA

169K
Shares

$3.85 Million
1.12% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

55.2K
Shares

$1.25 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

48.3K
Shares

$1.1 Million
0.0% of portfolio

About TOEWS AGILITY SHARES DYNAMIC T

Ticker THY
Sector Technology

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