Lord & Richards Wealth Management, LLC ETF Ser Solutions Aptus Collar Transaction History
Lord & Richards Wealth Management, LLC
- $47.4 Billion
- Q4 2024
A detailed history of Lord & Richards Wealth Management, LLC transactions in ETF Ser Solutions Aptus Collar stock. As of the latest transaction made, Lord & Richards Wealth Management, LLC holds 77,162 shares of ACIO stock, worth $3.12 Million. This represents 6.55% of its overall portfolio holdings.
Number of Shares
77,162Holding current value
$3.12 Million% of portfolio
6.55%Shares
1 transactions
Others Institutions Holding ACIO
# of Institutions
103Shares Held
51.2MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC12.9MShares$520 Million5.81% of portfolio
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Integrated Wealth Concepts LLC5.28MShares$214 Million2.61% of portfolio
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Raymond James Financial Inc St. Petersburg, FL4.37MShares$177 Million0.07% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL4.1MShares$166 Million0.22% of portfolio
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Guardian Wealth Advisors, LLC Raleigh, NC3.9MShares$158 Million13.28% of portfolio