Spotlight Asset Group, Inc. ETF Ser Solutions Aptus Collar Transaction History
Spotlight Asset Group, Inc.
- $140 Million
- Q2 2024
A detailed history of Spotlight Asset Group, Inc. transactions in ETF Ser Solutions Aptus Collar stock. As of the latest transaction made, Spotlight Asset Group, Inc. holds 311,848 shares of ACIO stock, worth $12.8 Million. This represents 8.41% of its overall portfolio holdings.
Number of Shares
311,848
Previous 317,633
1.82%
Holding current value
$12.8 Million
Previous $11.4 Million
2.53%
% of portfolio
8.41%
Previous 8.42%
Shares
5 transactions
Others Institutions Holding ACIO
# of Institutions
85Shares Held
39.1MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC9.99MShares$409 Million6.33% of portfolio
-
Integrated Wealth Concepts LLC4.32MShares$177 Million2.19% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL4.1MShares$168 Million0.22% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC2.84MShares$116 Million13.44% of portfolio
-
Brogan Financial, Inc. Knoxville, TN1.94MShares$79.3 Million43.81% of portfolio