Summit Wealth Partners, LLC Listed Fds Tr Trueshares Struc Transaction History

Summit Wealth Partners, LLC

$493 Billion
Q1 2025

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Sep 11, 2024	SELL	$35.11 - $38.11 $47,609 - $51,677	-1,356 Reduced 14.25%	8,160 $310 Million
Q1 2024 Sep 11, 2024	SELL	$33.54 - $36.73 $31,024 - $33,975	-925 Reduced 8.86%	9,516 $349 Million
Q4 2023 Sep 11, 2024	SELL	$31.71 - $35.2 $44,013 - $48,857	-1,388 Reduced 11.73%	10,441 $355 Million
Q3 2023 Sep 11, 2024	SELL	$32.41 - $33.94 $25,701 - $26,914	-793 Reduced 6.28%	11,829 $384 Million
Q3 2022 Sep 11, 2024	BUY	$28.52 - $32.43 $55,870 - $63,530	1,959 Added 18.37%	12,622 $360 Million
Q4 2020 Sep 10, 2024	SELL	$24.81 - $27.83 $49,768 - $55,826	-2,006 Reduced 15.83%	10,663 $297 Million
Q3 2020 Sep 10, 2024	BUY	$24.67 - $26.68 $312,544 - $338,008	12,669 New	12,669 $323 Million

Others Institutions Holding AUGZ

# of Institutions

34

Shares Held

1.13M

Call Options Held

0

Put Options Held

0

Ae Wealth Management LLC

567K
Shares

$22.8 Million
0.2% of portfolio
Weaver Consulting Group

109K
Shares

$4.39 Million
1.39% of portfolio
Lloyd Advisory Services, Llc. Suwanee, GA

80.3K
Shares

$3.24 Million
2.74% of portfolio
B.O.S.S. Retirement Advisors, LLC Lehi, UT

45.2K
Shares

$1.82 Million
0.49% of portfolio
True Mark Investments, LLC Chicago, IL

36.6K
Shares

$1.47 Million
0.36% of portfolio

About LISTED FDS TR TRUESHARES STRUC

Ticker AUGZ
Sector Technology

More about AUGZ

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