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Ft Vest Us Eq Max Buf Aug (AUGM) Institutional Ownership

$31.23 +0.01 (+0.03%)
As of 04/17/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Ft Vest Us Eq Max Buf Aug (NYSEARCA:AUGM)

Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$16.08M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$148.44K
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AUGM Institutional Buying and Selling by Quarter

Ft Vest Us Eq Max Buf Aug Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/6/2025Wood Tarver Financial Group LLC2,393$76K0.0%N/A0.342%
2/17/2025Cetera Investment Advisers17,653$562K0.0%-15.4%0.000%
2/13/2025Barclays PLC3,000$96K0.0%N/A0.000%
2/13/2025Envestnet Asset Management Inc.10,477$334K0.0%N/A0.000%
2/12/2025OLD Mission Capital LLC8,425$268K0.0%N/A0.000%
2/11/2025Grantvest Financial Group LLC33,454$1.07M1.2%N/A0.000%
2/10/2025Creative Financial Designs Inc. ADV1,483$47K0.0%N/A0.000%
2/10/2025Avantax Advisory Services Inc.9,000$287K0.0%-10.0%0.000%
2/7/2025Ashton Thomas Private Wealth LLC8,965$286K0.0%N/A0.000%
2/5/2025Maia Wealth LLC28,671$913K0.2%+1.7%0.000%
1/31/2025Truist Financial Corp12,848$409K0.0%-3.4%0.000%
1/24/2025Clear Creek Financial Management LLC36,992$1.18M0.1%+111.0%0.000%
1/21/2025Geneos Wealth Management Inc.4,195$134K0.0%N/A0.000%
12/12/2024Brass Tax Wealth Management Inc.8,634$273K0.1%N/A0.000%
11/15/2024Glen Eagle Advisors LLC18,730$592K0.1%N/A0.000%
11/15/2024Jane Street Group LLC24,226$765K0.0%N/A0.000%
11/15/2024HighTower Advisors LLC11,800$368K0.0%N/A0.000%
11/14/2024Captrust Financial Advisors11,250$355K0.0%N/A0.000%
11/6/2024Main Street Financial Solutions LLC15,546$491K0.0%N/A0.000%
11/5/2024WealthPlan Investment Management LLC178,761$5.65M0.6%N/A0.000%
11/5/2024WealthPLAN Partners LLC92,036$2.91M0.4%N/A0.000%
10/30/2024Maia Wealth LLC28,199$891K0.2%N/A0.000%
10/29/2024Clear Creek Financial Management LLC17,532$554K0.1%N/A0.000%
10/25/2024Creekmur Asset Management LLC1,320$42K0.0%N/A0.000%
10/22/2024WT Wealth Management8,000$253K0.1%N/A0.000%
(Data available from 1/1/2016 forward)

AUGM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AUGM shares?

During the previous two years, 23 institutional investors and hedge funds held shares of Ft Vest Us Eq Max Buf Aug. The most heavily invested institutionals were WealthPlan Investment Management LLC ($5.65M), WealthPLAN Partners LLC ($2.91M), Clear Creek Financial Management LLC ($1.18M), Grantvest Financial Group LLC ($1.07M), Maia Wealth LLC ($913K), Jane Street Group LLC ($765K), and Glen Eagle Advisors LLC ($592K).Learn more on AUGM's institutional investors.

Which institutional investors have been buying Ft Vest Us Eq Max Buf Aug stock?

Of the 20 institutional investors that purchased Ft Vest Us Eq Max Buf Aug stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: WealthPlan Investment Management LLC ($178.76K), WealthPLAN Partners LLC ($92.04K), Clear Creek Financial Management LLC ($36.99K), Grantvest Financial Group LLC ($33.45K), Maia Wealth LLC ($28.67K), Jane Street Group LLC ($24.23K), and Glen Eagle Advisors LLC ($18.73K).

How much institutional buying is happening at Ft Vest Us Eq Max Buf Aug?

Institutional investors have bought a total of 508,358 shares in the last 24 months. This purchase volume represents approximately $16.08M in transactions.

Which Ft Vest Us Eq Max Buf Aug major shareholders have been selling company stock?

The following institutional investors have sold Ft Vest Us Eq Max Buf Aug stock in the last 24 months: Cetera Investment Advisers ($3.21K), Avantax Advisory Services Inc. ($1K), and Truist Financial Corp ($450.00).

How much institutional selling is happening at Ft Vest Us Eq Max Buf Aug?

Institutional investors have sold a total of 4,659 shares in the last 24 months. This volume of shares sold represents approximately $148.44K in transactions.



This page (NYSEARCA:AUGM) was last updated on 4/20/2025 by MarketBeat.com Staff
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