Sunburst Financial Group, LLC ETF Ser Solutions Aptus Collar Transaction History
Sunburst Financial Group, LLC
- $373 Million
- Q3 2024
A detailed history of Sunburst Financial Group, LLC transactions in ETF Ser Solutions Aptus Collar stock. As of the latest transaction made, Sunburst Financial Group, LLC holds 678,171 shares of ACIO stock, worth $27.5 Million. This represents 7.22% of its overall portfolio holdings.
Number of Shares
678,171
Previous 538,832
25.86%
Holding current value
$27.5 Million
Previous $20.3 Million
32.92%
% of portfolio
7.22%
Previous 5.8%
Shares
3 transactions
Others Institutions Holding ACIO
# of Institutions
85Shares Held
39.1MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC9.99MShares$406 Million6.33% of portfolio
-
Integrated Wealth Concepts LLC4.32MShares$175 Million2.19% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL4.1MShares$166 Million0.22% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC2.84MShares$115 Million13.44% of portfolio
-
Brogan Financial, Inc. Knoxville, TN1.94MShares$78.6 Million43.81% of portfolio