Latest Institutional Purchases of Listed Fds Tr Trueshares Struc (AUGZ)
This list provides information on the latest institutional transactions involving Listed Fds Tr Trueshares Struc (AUGZ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
80.3KNew |
$2.97M - $3.21M
|
80.3K
$2.95M
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
45.2KNew |
$1.67M - $1.81M
|
45.2K
$1.66M
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
36.6KNew |
$1.35M - $1.46M
|
36.6K
$1.34M
|
|
Apr 28, 2025
Q1 2025
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
BUY
|
- |
36KNew |
$1.33M - $1.44M
|
36K
$1.32M
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
19.9KNew |
$735K - $796K
|
19.9K
$730K
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
19.5KNew |
$720K - $780K
|
19.5K
$715K
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
17.9KNew |
$660K - $715K
|
17.9K
$655K
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
17.4KNew |
$642K - $695K
|
17.4K
$637K
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
13.2KNew |
$489K - $530K
|
13.2K
$486K
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
10.6KNew |
$391K - $424K
|
10.6K
$389K
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
4.53KNew |
$167K - $181K
|
4.53K
$166K
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.59KNew |
$58.6K - $63.4K
|
1.59K
$58.2K
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
573New |
$21.2K - $22.9K
|
573
$21K
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
266New |
$9.83K - $10.6K
|
266
$9.76K
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
222New |
$8.2K - $8.88K
|
222
$8.15K
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
109New |
$4.03K - $4.36K
|
109
$4K
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.8K+ 76.46% |
$224K - $240K
|
13.4K
$491K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
107+ 0.36% |
$4.13K - $4.43K
|
30K
$1.1M
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.41KNew |
$47.1K - $51.6K
|
1.41K
$51.5K
|
|
Q4 2023 | |||||||
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$31.7 - $35.2
|
1
$36.7
|
|
Q3 2023 | |||||||
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
42New |
$1.36K - $1.43K
|
42
$1.54K
|
|
Q1 2023 | |||||||
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
8.36KNew |
$249K - $265K
|
8.36K
$307K
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17+ 0.07% |
$507 - $540
|
25.9K
$951K
|
|
Q4 2022 | |||||||
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.56K+ 1040.0% |
$44.5K - $49.2K
|
1.71K
$62.7K
|
|
Q3 2021 | |||||||
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
300New |
$9.23K - $9.72K
|
300
$11K
|