Strategic Equity Management Toews Agility Shares Managed R Call Options Transaction History
Strategic Equity Management
- $244 Million
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding MRSK
# of Institutions
40Shares Held
9.94MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.02MShares$72.4 Million0.02% of portfolio
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Brinker Capital Investments, LLC1.78MShares$63.7 Million0.57% of portfolio
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Orion Portfolio Solutions, LLC1.46MShares$52.4 Million0.5% of portfolio
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Moneywise, Inc.668KShares$23.9 Million11.28% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ607KShares$21.7 Million0.04% of portfolio