Institutional shares held 5.48 Million
0 calls
0 puts
Total value of holdings $218M
$0 calls
$0 puts
# of Institutions 23


Latest Institutional Activity in AUSF

Top Purchases

Q1 2024
Tidemark, LLC Shares Held: 116K ($4.58M)
Q1 2024
Concurrent Investment Advisors, LLC Shares Held: 91.5K ($3.63M)
Q1 2024
Sharkey, Howes & Javer Shares Held: 79.7K ($3.16M)
Q1 2024
Tactive Advisors, LLC Shares Held: 38.8K ($1.54M)
Q1 2024
Lpl Financial LLC Shares Held: 50.5K ($2M)

Top Sells

Q1 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 4.97M ($197M)
Q1 2024
Fulcrum Equity Management Shares Held: 31.3K ($1.24M)
Q1 2024
Legacy Capital Group California, Inc. Shares Held: 7.09K ($281K)
Q1 2024
Merriman Wealth Management, LLC Shares Held: 22.4K ($887K)
Q1 2023
Worth Asset Management, LLC Shares Held: 1.22K ($48.2K)

About AUSF

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