Family Wealth Group, LLC Listed Fds Tr Trueshares Struc Transaction History

Family Wealth Group, LLC

$63.6 Million
Q1 2025

A detailed history of Family Wealth Group, LLC transactions in Listed Fds Tr Trueshares Struc stock. As of the latest transaction made, Family Wealth Group, LLC holds 10,457 shares of AUGZ stock, worth $404,267. This represents 0.61% of its overall portfolio holdings.

Number of Shares

10,457

Holding current value

$404,267

% of portfolio

0.61%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 14, 2025	BUY	$36.95 - $40.02 $386,386 - $418,489	10,457 New	10,457 $390,000

Others Institutions Holding AUGZ

# of Institutions

Shares Held

1.13M

Call Options Held

Put Options Held

Ae Wealth Management LLC

567K
Shares

$21.9 Million
0.2% of portfolio
Weaver Consulting Group

109K
Shares

$4.21 Million
1.39% of portfolio
Lloyd Advisory Services, Llc. Suwanee, GA

80.3K
Shares

$3.1 Million
2.74% of portfolio
B.O.S.S. Retirement Advisors, LLC Lehi, UT

45.2K
Shares

$1.75 Million
0.49% of portfolio
True Mark Investments, LLC Chicago, IL

36.6K
Shares

$1.41 Million
0.36% of portfolio

View Full List

About LISTED FDS TR TRUESHARES STRUC

Ticker AUGZ
Sector Technology

More about AUGZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Family Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Family Wealth Group, LLC with notifications on news.

Account

Family Wealth Group, LLC Listed Fds Tr Trueshares Struc Transaction History