Delta Investment Management, LLC ETF Ser Solutions Aptus Collar Transaction History
Delta Investment Management, LLC
- $456 Million
- Q4 2024
A detailed history of Delta Investment Management, LLC transactions in ETF Ser Solutions Aptus Collar stock. As of the latest transaction made, Delta Investment Management, LLC holds 439,117 shares of ACIO stock, worth $17 Million. This represents 3.88% of its overall portfolio holdings.
Number of Shares
439,117
Previous 620,828
29.27%
Holding current value
$17 Million
Previous $24.7 Million
28.38%
% of portfolio
3.88%
Previous 5.7%
Shares
3 transactions
Others Institutions Holding ACIO
# of Institutions
104Shares Held
51.2MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC12.9MShares$498 Million5.81% of portfolio
-
Integrated Wealth Concepts LLC5.28MShares$205 Million2.61% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.37MShares$169 Million0.07% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL4.1MShares$159 Million0.22% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC3.9MShares$151 Million13.28% of portfolio