Jacobi Capital Management LLC Listed Fds Tr Trueshares Struc Transaction History
Jacobi Capital Management LLC
- $1.3 Billion
- Q4 2024
Shares
3 transactions
Others Institutions Holding AUGZ
# of Institutions
15Shares Held
255KCall Options Held
0Put Options Held
0-
Weaver Consulting Group110KShares$4.34 Million1.45% of portfolio
-
Capital Investment Advisory Services, LLC32.8KShares$1.29 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ30KShares$1.18 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC29KShares$1.14 Million0.0% of portfolio
-
Valtinson Bruner Financial Planning LLC12.2KShares$482,2360.19% of portfolio