Institutional shares held 548,472
0 calls
0 puts
Total value of holdings $20.1M
$0 calls
$0 puts
# of Institutions 26


Latest Institutional Activity in AUGZ

Top Purchases

Q1 2025
Lloyd Advisory Services, Llc. Shares Held: 80.3K ($2.95M)
Q1 2025
B.O.S.S. Retirement Advisors, LLC Shares Held: 45.2K ($1.66M)
Q1 2025
True Mark Investments, LLC Shares Held: 36.6K ($1.34M)
Q1 2025
Fsr Wealth Management Ltd. Shares Held: 36K ($1.32M)
Q1 2025
Smart Wealth LLC Shares Held: 19.9K ($730K)

Top Sells

Q1 2025
Capital Investment Advisory Services, LLC Shares Held: 30.1K ($1.11M)
Q1 2025
Weaver Consulting Group Shares Held: 109K ($3.99M)
Q4 2024
Ubs Group Ag Shares Held: 1.51K ($55.5K)
Q4 2024
Atria Wealth Solutions, Inc. Shares Held: 5.28K ($194K)
Q4 2024
Valtinson Bruner Financial Planning LLC Shares Held: 12.2K ($448K)

About AUGZ

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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