Ft Vest Us Eq Max Buf Aug (AUGM) Institutional Ownership $32.97 +0.05 (+0.15%) As of 07/3/2025 05:00 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartHoldingsOwnershipBuy This Stock Institutional Ownership Changes (13F Filings) for Ft Vest Us Eq Max Buf Aug (NYSEARCA:AUGM)Number ofInstitutional Buyers(last 12 months)21TotalInstitutional Inflows(last 12 months)$17.12MNumber ofInstitutional Sellers(last 12 months)7TotalInstitutional Outflows(last 12 months)$2.09M Get AUGM Insider Trade Alerts Want to know when executives and insiders are buying or selling Ft Vest Us Eq Max Buf Aug stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data AUGM Institutional Buying and Selling by Quarter Ft Vest Us Eq Max Buf Aug Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/16/2025Ashton Thomas Private Wealth LLC8,165$259K0.0%-8.9%1.306% 5/15/2025OLD Mission Capital LLC13,144$417K0.0%+56.0%2.103% 5/14/2025Kestra Advisory Services LLC32,438$1.03M0.0%-61.0%5.190% 5/12/2025Maia Wealth LLC49,170$1.55M0.3%+71.5%7.867% 5/8/2025Grantvest Financial Group LLC27,652$876K0.7%-17.3%4.424% 5/6/2025Cetera Investment Advisers20,014$634K0.0%+13.4%3.202% 5/6/2025AE Wealth Management LLC12,601$399K0.0%-24.2%2.016% 4/28/2025Clear Creek Financial Management LLC42,242$1.34M0.1%+14.2%6.759% 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% Get the Latest News and Ratings for AUGM and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Ft Vest Us Eq Max Buf Aug and its competitors with MarketBeat's FREE daily newsletter. 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, 25 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), Maia Wealth LLC ($1.55M), Clear Creek Financial Management LLC ($1.34M), Kestra Advisory Services LLC ($1.03M), Grantvest Financial Group LLC ($876K), and Jane Street Group LLC ($765K).Learn more on Ft Vest Us Eq Max Buf Aug's institutional investors. Which institutional investors have been buying Ft Vest Us Eq Max Buf Aug's stock? Of the 21 institutional investors that purchased Ft Vest Us Eq Max Buf Aug's 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), Maia Wealth LLC ($49.17K), Clear Creek Financial Management LLC ($42.24K), Grantvest Financial Group LLC ($33.45K), 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 541,187 shares in the last 24 months. This purchase volume represents approximately $17.12M in transactions. Which of Ft Vest Us Eq Max Buf Aug's 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: Kestra Advisory Services LLC ($50.75K), Grantvest Financial Group LLC ($5.80K), AE Wealth Management LLC ($4.02K), Cetera Investment Advisers ($3.21K), Avantax Advisory Services Inc. ($1K), Ashton Thomas Private Wealth LLC ($800.00), 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 66,024 shares in the last 24 months. This volume of shares sold represents approximately $2.09M in transactions. 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