Guardian Wealth Advisors, LLC ETF Ser Solutions Aptus Collar Transaction History
Guardian Wealth Advisors, LLC
- $1.18 Billion
- Q4 2024
A detailed history of Guardian Wealth Advisors, LLC transactions in ETF Ser Solutions Aptus Collar stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 3,897,446 shares of ACIO stock, worth $158 Million. This represents 13.28% of its overall portfolio holdings.
Number of Shares
3,897,446
Previous 2,836,364
37.41%
Holding current value
$158 Million
Previous $113 Million
39.14%
% of portfolio
13.28%
Previous 13.44%
Shares
14 transactions
Others Institutions Holding ACIO
# of Institutions
103Shares Held
51.3MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC12.9MShares$520 Million5.81% of portfolio
-
Integrated Wealth Concepts LLC5.28MShares$214 Million2.61% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.37MShares$177 Million0.07% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL4.1MShares$166 Million0.22% of portfolio
-
Brogan Financial, Inc. Knoxville, TN1.92MShares$77.5 Million37.76% of portfolio