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

Summit Wealth Partners, LLC

$554 Billion
Q3 2025

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

2

Shares Held

11K

Call Options Held

0

Put Options Held

0

Advisor Group Holdings, Inc. Phoenix, AZ

11K
Shares

$475,447
0.0% of portfolio
Concourse Financial Group Securities, Inc. Birmingham, AL

0
Shares

$0
100.0% of portfolio

About LISTED FDS TR TRUESHARES STRUC

Ticker AUGZ
Sector Technology

More about AUGZ

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