Perigon Wealth Management, LLC ETF Ser Solutions Aptus Collar Transaction History
Perigon Wealth Management, LLC
- $3.97 Billion
- Q4 2024
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 15,158 shares of ACIO stock, worth $589,191. This represents 0.02% of its overall portfolio holdings.
Number of Shares
15,158
Previous 7,843
93.27%
Holding current value
$589,191
Previous $311,000
95.82%
% of portfolio
0.02%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding ACIO
# of Institutions
103Shares Held
51.2MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC12.9MShares$500 Million5.81% of portfolio
-
Integrated Wealth Concepts LLC5.28MShares$205 Million2.61% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.37MShares$170 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