Institutional shares held 13 Million
0 calls
0 puts
Total value of holdings $589M
$0 calls
$0 puts
# of Institutions 87


Latest Institutional Activity in AUSF

Top Purchases

Q3 2025
Bogart Wealth, LLC Shares Held: 928K ($42M)
Q3 2025
Lpl Financial LLC Shares Held: 950K ($43M)
Q3 2025
Meridian Wealth Management, LLC Shares Held: 279K ($12.6M)
Q3 2025
Sierra Ocean, LLC Shares Held: 168K ($7.61M)
Q3 2025
Tidemark, LLC Shares Held: 416K ($18.9M)

Top Sells

Q3 2025
Raymond James Financial Inc Shares Held: 235K ($10.7M)
Q3 2025
Goldman Sachs Group Inc Shares Held: 10.7K ($486K)
Q3 2025
Concurrent Investment Advisors, LLC Shares Held: 38.5K ($1.75M)
Q3 2025
Visionary Wealth Advisors Shares Held: 7.13K ($323K)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 672K ($30.4M)

About AUSF

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