Atria Investments LLC ETF Ser Solutions Aptus Collar Transaction History
Atria Investments LLC
- $7.56 Billion
- Q3 2024
A detailed history of Atria Investments LLC transactions in ETF Ser Solutions Aptus Collar stock. As of the latest transaction made, Atria Investments LLC holds 56,631 shares of ACIO stock, worth $2.3 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
56,631
Previous 51,952
9.01%
Holding current value
$2.3 Million
Previous $1.95 Million
15.15%
% of portfolio
0.03%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding ACIO
# of Institutions
85Shares Held
39.1MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC9.99MShares$406 Million6.33% of portfolio
-
Integrated Wealth Concepts LLC4.32MShares$175 Million2.19% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL4.1MShares$166 Million0.22% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC2.84MShares$115 Million13.44% of portfolio
-
Brogan Financial, Inc. Knoxville, TN1.94MShares$78.6 Million43.81% of portfolio