One Ascent Wealth Management LLC Toews Agility Shares Managed R Transaction History
One Ascent Wealth Management LLC
- $243 Million
- Q4 2024
A detailed history of One Ascent Wealth Management LLC transactions in Toews Agility Shares Managed R stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 12,742 shares of MRSK stock, worth $403,666. This represents 0.17% of its overall portfolio holdings.
Number of Shares
12,742
Previous 15,262
16.51%
Holding current value
$403,666
Previous $496,000
15.32%
% of portfolio
0.17%
Previous 0.19%
Shares
7 transactions
Others Institutions Holding MRSK
# of Institutions
28Shares Held
5.39MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.47MShares$46.7 Million0.02% of portfolio
-
Orion Portfolio Solutions, LLC1.29MShares$41 Million0.45% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ820KShares$26 Million0.07% of portfolio
-
Hfg Wealth Management, LLC The Woodlands, TX496KShares$15.7 Million10.45% of portfolio
-
Eqis Capital Management, Inc. San Rafael, CA308KShares$9.76 Million0.88% of portfolio