Axim Planning & Wealth ETF Ser Solutions Aptus Collar Transaction History

Axim Planning & Wealth

  • $93.9 Million
  • Q4 2024

A detailed history of Axim Planning & Wealth transactions in ETF Ser Solutions Aptus Collar stock. As of the latest transaction made, Axim Planning & Wealth holds 8,861 shares of ACIO stock, worth $360,908. This represents 0.38% of its overall portfolio holdings.

Number of Shares
8,861
Previous 9,051 2.1%
Holding current value
$360,908
Previous $359,000 0.84%
% of portfolio
0.38%
Previous 0.4%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
SELL
$39.5 - $41.38 $7,505 - $7,862
-190 Reduced 2.1%
8,861 $356,000
Q2 2024

Jul 29, 2024
SELL
$34.74 - $37.83 $210,003 - $228,682
-6,045 Reduced 40.04%
9,051 $340,000
Q1 2024

Apr 24, 2024
BUY
$32.77 - $36.03 $98,736 - $108,558
3,013 Added 24.94%
15,096 $543,000
Q4 2023

Jan 25, 2024
SELL
$29.77 - $33.28 $296,419 - $331,368
-9,957 Reduced 45.18%
12,083 $400,000
Q3 2023

Nov 01, 2023
BUY
$30.39 - $31.85 $46,192 - $48,412
1,520 Added 7.41%
22,040 $670,000
Q2 2023

Jul 19, 2023
SELL
$29.84 - $31.11 $136,368 - $142,172
-4,570 Reduced 18.21%
20,520 $638,000
Q1 2023

Apr 26, 2023
SELL
$28.56 - $30.24 $96,904 - $102,604
-3,393 Reduced 11.91%
25,090 $757,000
Q4 2022

Feb 08, 2023
SELL
$28.19 - $30.35 $168,942 - $181,887
-5,993 Reduced 17.38%
28,483 $821,000
Q3 2022

Nov 14, 2022
BUY
$28.1 - $31.4 $10,902 - $12,183
388 Added 1.14%
34,476 $969,000
Q2 2022

Oct 13, 2022
BUY
$28.12 - $31.56 $958,554 - $1.08 Million
34,088 New
34,088 $983,000

Others Institutions Holding ACIO

# of Institutions
102
Shares Held
51.2M
Call Options Held
0
Put Options Held
0
View Full List

About ETF SER SOLUTIONS APTUS COLLAR

ACIO Quotes by TradingView
  • Ticker ACIO
  • Sector ETFs
  • Industry ETFs
More about ACIO
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