The Australian Wealth Advisors Group Ltd (wag) Logo

The Australian Wealth Advisors Group Ltd (WAG)

___:___ · Financial Services
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Overview
Financials

WAG ASX Chart

Snapshot

The Australian Wealth Advisors Group Limited (WAG) is a holding company primarily targeting the acquisition and development of financial services businesses. AWAG currently has two subsidiaries, CHPW that operates in the financial advice sector and ARMY that operates in the funds management sector.

Share Price Activity (ASX)

Last (Price)
Change 0.00 (0.00)
Bid / Ask -
Volume
Volume (4w avg)
Turnover
Open
Day Range -
VWAP
Prev Close
Last Trade

Performance

1 Week
1 Month
2024 YTD
1 Year
vs Sector (1yr) -
vs ASX 200 (1yr) +36.12%

Size

Market Cap Question Mark Icon
Excludes mandatory escrowed shares and foreign shares.
ASX Rank 1,404 of 2,382
Sector Rank 458 of 601

Key Fundamentals

Shares Issued
Sector Financial Services
Similar Companies GC1 / MFOA / AGM
EPS $0.00
DPS $0.00
Book Value Per Share $0.063

Broker Consensus

WAG is not covered by a major broker, or data from most recent compilation was omitted due to not meeting QA guidelines.

Top Market Index News

More News

Announcements

Price Sensitive only

Corporate Overview

Corporate Details

Head Office Melbourne VIC 3000
Website www.awag.au
Registry Registries Limited
Auditor Charterhouse & Co Auditors Pty Ltd
Date Listed 16 Feb 2024

Upcoming Calendar (Forecasted)

Date Event
25/02/2025 Report (Interim)

Former Company Names

  • The Australian Wealth Advisors Group Ltd has no former company names.

Dividend History

DPS and Yield calculations use the Pay Date.

Ex-Date Amount Franking Gross Type Payable
No dividends paid.

See Upcoming Dividends for all ASX companies.

Directors & Management

Directors

Management

Director Transactions

WAG directors must report any change in shareholding to the ASX within 5 business days.

See Director Transactions for all ASX companies.

Date Director Type Amount Price Value Notes
04/03/24 Paul Young Buy +50,000 $0.336 $16,784 On-market trade

Director Interests

The current holdings of WAG directors.

Director Last Notice Direct Shares Indirect Shares Options Convertibles
David Slack 03/04/2024 N/A 1,200,000 N/A N/A
Paul Young 04/03/2024 8,000 3,475,333 N/A N/A
Michael (Mike) Fitzpatrick 01/10/2023 N/A 9,000,000 N/A N/A
Mark Stephen 23/09/2021 N/A 1,040,000 N/A N/A
Lee IaFrate 13/09/2021 N/A 18,360,778 N/A N/A

Shareholder Info

Top 20 Shareholders
About the Data

Data supplied by Morningstar and accurate on Feb 14, 2024.

It's not possible to publish a real-time Top 20 Shareholder list. Companies are not obliged to report this data (with the exception of Substantial Shareholders above 5%). If a company chooses to publish the data, it's usually once a year in their Annual Report.

All data is manually compiled so there might be a delay between the Annual Report being published and the data appearing on Market Index (<7 days for ASX 300 and up to 30 days for micro-caps).

Name Shares Capital
Top Pocket Pty Ltd 18,328,778 24.65%
National Nominees Limited 9,333,335 12.55%
Pelham Place Pty Ltd 8,000,000 10.76%
Mr Peter Geoffrey Hollick and Mrs Helen Therese Pattison <MACDY No. 5 Superannuation Fund> 5,411,312 7.28%
Appellation Investments Pty Ltd <Appellation Family A/C> 4,092,763 5.50%
Clapsy Pty Ltd <Baron Superannuation Fund> 3,333,333 4.48%
Kensington Trust Singapore Limited <IS&P (First Names Singapore) Retirement Fund - FN37> 3,333,333 4.48%
Manly Lane Pty Ltd <The Scott & Sally Beeton Superannuation Fund> 1,666,667 2.24%
Mr Iain Douglas Jackson Mason and Ms Susie Elizabeth Mason <Liberty Estate Superannuation Fund> 1,250,000 1.68%
DASI Investments Pty Ltd 1,200,000 1.61%
Henclo Investments Pty Ltd 1,050,000 1.41%
Ginga Pty Ltd <TG Klinger Superfund> 1,000,000 1.34%
Morobe Jach Pty Ltd <The Morobe Superannuation Fund> 833,333 1.12%
Adigrati Investment Pty <The Sma Family A/C> 760,000 1.02%
Ragar Pty Ltd 666,667 0.90%
Zermatt Pty Ltd <Montana Groas Superannuation Fund> 666,667 0.90%
DIXSON TRUST PTY LTD 600,000 0.81%
MARSEL HOLDINGS PTY LTD <HAYES SUPER FUND> 600,000 0.81%
M & L Investments Australia Pty Ltd 500,000 0.67%
MJ & LR Stephen Investments Pty Ltd <MJ & LR Stephen Superannuation Fund> 500,000 0.67%

Shareholder Distribution

As reported in the most recent Annual Report.

Holding Size 1 - 1,000 1,001 - 5,000 5,001 - 10,000 10,001 - 100,000 100,001+ Total
No. of Shareholders 0 0 288 69 46 403

Substantial Shareholders

No Substantial Shareholders for WAG in our database.

Shareholders Buying

12 month transaction history compiled from ASX announcements.

Date Name Bought Previous % New %
16-02-24 Peter Hollick 5,427,312 -- 7.30
16-02-24 Appellation Investment Pty Ltd 4,100,763 -- 5.51

Shareholders Selling

12 month transaction history compiled from ASX announcements.

No sell transactions reported by Substantial Shareholders in the past 12 months.

Historical Data

Share Price History

Date Close Change %Chg Open High Low Volume Turnover

Historical Data

Year Closing Price Last Trade
No Financial Year End data available
WAG Historical Price Data (CSV)
Up to 20 years of EOD share price history

Important note:

All year-end and CSV data is "as traded on the day" and ignores corporate actions (e.g. share splits)

Market Index, ASX and Morningstar Logos

All data on this page is supplied by the ASX, Morningstar and Market Index. Read the disclaimer.