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 $331,459. This represents 0.06% of its overall portfolio holdings.
Number of Shares
8,160
Previous 8,160
-0.0%
Holding current value
$331,459
Previous $310 Million
3.91%
% of portfolio
0.06%
Previous 0.06%
Shares
7 transactions
Others Institutions Holding AUGZ
# of Institutions
16Shares Held
265KCall Options Held
0Put Options Held
0-
Weaver Consulting Group110KShares$4.48 Million1.52% of portfolio
-
Capital Investment Advisory Services, LLC31.6KShares$1.28 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ29.9KShares$1.22 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC29KShares$1.18 Million0.0% of portfolio
-
Valtinson Bruner Financial Planning LLC12.8KShares$517,9040.22% of portfolio