Trueshares Structured Outcome shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Trueshares Structured Outcome (AUGZ) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in Trueshares Structured Outcome
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Quarterly reported holdings in Trueshares Structured Outcome by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $322k | 8.2k | 39.45 |
| 2024-06-30 | $310k | 8.2k | 37.96 |
| 2024-03-31 | $350k | 9.5k | 36.73 |
| 2023-12-31 | $355k | 10k | 34.01 |
| 2023-09-30 | $384k | 12k | 32.48 |
| 2023-06-30 | $419k | 13k | 33.19 |
| 2023-03-31 | $397k | 13k | 31.46 |
| 2022-12-31 | $378k | 13k | 29.98 |
| 2022-09-30 | $360k | 13k | 28.52 |
| 2022-06-30 | $317k | 11k | 29.73 |
| 2022-03-31 | $347k | 11k | 32.56 |
| 2021-12-31 | $358k | 11k | 33.60 |
| 2021-09-30 | $333k | 11k | 31.25 |
| 2021-06-30 | $331k | 11k | 31.05 |
| 2021-03-31 | $310k | 11k | 29.11 |
| 2020-12-31 | $297k | 11k | 27.83 |
| 2020-09-30 | $323k | 13k | 25.49 |
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