Willner & Heller, LLC Global X Fds Adaptive U S Fact Transaction History

Willner & Heller, LLC

$134 Million
Q4 2025

A detailed history of Willner & Heller, LLC transactions in Global X Fds Adaptive U S Fact stock. As of the latest transaction made, Willner & Heller, LLC holds 4,831 shares of AUSF stock, worth $218,795. This represents 0.16% of its overall portfolio holdings.

Number of Shares

4,831

Holding current value

$218,795

% of portfolio

0.16%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 12, 2026	BUY	$44.91 - $46.56 $216,960 - $224,931	4,831 New	4,831 $218,000

Others Institutions Holding AUSF

# of Institutions

Shares Held

13.1M

Call Options Held

Put Options Held

Wealth Enhancement Advisory Services, LLC

4.68M
Shares

$212 Million
0.32% of portfolio
Waddell & Associates, LLC

1.54M
Shares

$69.8 Million
6.17% of portfolio
Lpl Financial LLC Fort Mill, SC

950K
Shares

$43 Million
0.01% of portfolio
Bogart Wealth, LLC

928K
Shares

$42 Million
1.76% of portfolio
Commonwealth Equity Services, LLC

672K
Shares

$30.4 Million
0.04% of portfolio

View Full List

About GLOBAL X FDS ADAPTIVE U S FACT

Ticker AUSF
Sector ETFs
Industry ETFs

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Willner & Heller, LLC Global X Fds Adaptive U S Fact Transaction History