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

Summit Wealth Partners, LLC

$519 Billion
Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Listed Fds Tr Trueshares Struc stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 8,160 shares of AUGZ stock, worth $334,886. This represents 0.06% of its overall portfolio holdings.

Number of Shares

8,160

Previous 8,160 -0.0%

Holding current value

$334,886

Previous $310 Million 3.91%

% of portfolio

0.06%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Shares Held

265K

Call Options Held

Put Options Held

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 Summit Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.

Account

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