Perigon Wealth Management, LLC ETF Ser Solutions Aptus Collar Transaction History

Perigon Wealth Management, LLC

  • $5.25 Billion
  • Q4 2025

A detailed history of Perigon Wealth Management, LLC transactions in ETF Ser Solutions Aptus Collar stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 14,852 shares of ACIO stock, worth $647,250. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,852
Previous 16,193 8.28%
Holding current value
$647,250
Previous $703,000 7.97%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026
SELL
$43.05 - $44.51 $57,730 - $59,687
-1,341 Reduced 8.28%
14,852 $647,000
Q3 2025

Oct 17, 2025
SELL
$41.26 - $43.63 $90,524 - $95,724
-2,194 Reduced 11.93%
16,193 $703,000
Q2 2025

Jul 15, 2025
BUY
$36.36 - $41.4 $88,645 - $100,933
2,438 Added 15.29%
18,387 $761,000
Q1 2025

Apr 23, 2025
BUY
$38.36 - $41.43 $30,342 - $32,771
791 Added 5.22%
15,949 $617,000
Q4 2024

Jan 22, 2025
BUY
$39.5 - $41.38 $288,942 - $302,694
7,315 Added 93.27%
15,158 $609,000
Q3 2024

Oct 16, 2024
BUY
$36.82 - $39.74 $12,850 - $13,869
349 Added 4.66%
7,843 $311,000
Q2 2024

Aug 02, 2024
BUY
$34.74 - $37.83 $32,134 - $34,992
925 Added 14.08%
7,494 $281,000
Q1 2024

Apr 29, 2024
BUY
$32.77 - $36.03 $4,423 - $4,864
135 Added 2.1%
6,569 $236,000
Q4 2023

Jan 29, 2024
BUY
$29.77 - $33.28 $191,540 - $214,123
6,434 New
6,434 $213,000
Q2 2023

Aug 02, 2023
BUY
$29.84 - $31.11 $191,990 - $200,161
6,434 New
6,434 $200,000

Others Institutions Holding ACIO

# of Institutions
132
Shares Held
61.2M
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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