Fulcrum Equity Management ETF Ser Solutions Aptus Collar Transaction History
Fulcrum Equity Management
- $95.5 Million
- Q4 2024
A detailed history of Fulcrum Equity Management transactions in ETF Ser Solutions Aptus Collar stock. As of the latest transaction made, Fulcrum Equity Management holds 27,642 shares of ACIO stock, worth $1.07 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
27,642
Previous 29,313
5.7%
Holding current value
$1.07 Million
Previous $1.16 Million
4.47%
% of portfolio
1.16%
Previous 1.02%
Shares
2 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