Guardian Wealth Advisors, LLC ETF Ser Solutions Aptus Collar Transaction History
Guardian Wealth Advisors, LLC
- $754 Million
- Q2 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 2,710,739 shares of ACIO stock, worth $109 Million. This represents 13.52% of its overall portfolio holdings.
Number of Shares
2,710,739
Previous 2,624,366
3.29%
Holding current value
$109 Million
Previous $94.6 Million
7.88%
% of portfolio
13.52%
Previous 13.2%
Shares
12 transactions
Others Institutions Holding ACIO
# of Institutions
76Shares Held
34.3MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC8.69MShares$349 Million6.25% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL4.1MShares$165 Million0.22% of portfolio
-
Integrated Wealth Concepts LLC2.92MShares$117 Million1.56% of portfolio
-
Brogan Financial, Inc. Knoxville, TN1.89MShares$75.9 Million44.78% of portfolio
-
Sugarloaf Wealth Management, LLC1.09MShares$44 Million8.82% of portfolio