Purchases and Sales Made in Q2 2023 in Toews Agility Shares Managed R (MRSK)
This table provides information about the institutional ownership of Toews Agility Shares Managed R (MRSK) during Q2 2023. The information is specifically focused on institutions that hold shares of TOEWS AGILITY SHARES MANAGED R.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
66.2K+ 16.69% |
$1.79M - $1.92M
|
463K
$15.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
34.4K+ 340.93% |
$932K - $1M
|
44.5K
$1.46M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
18.4K+ 67.27% |
$499K - $535K
|
45.7K
$1.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.1KNew |
$275K - $295K
|
10.1K
$332K
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.89KNew |
$268K - $288K
|
9.89K
$324K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.94K+ 14.48% |
$79.7K - $85.5K
|
23.3K
$762K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.43K+ 145.95% |
$65.9K - $70.6K
|
4.1K
$134K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.19K+ 11.59% |
$32.3K - $34.6K
|
11.5K
$376K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
333+ 2.7% |
$9.02K - $9.68K
|
12.7K
$415K
|
|
|
Jul 20, 2023
Q2 2023
|
Toews Corp
|
BUY
|
- |
206+ 1.09% |
$5.58K - $5.99K
|
19.2K
$627K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-194- 1.19% |
$5.26K - $5.64K
|
16.2K
$529K
|