True Wealth Advisors, LLC ETF Ser Solutions Aptus Collar Transaction History
True Wealth Advisors, LLC
- $307 Million
- Q4 2025
A detailed history of True Wealth Advisors, LLC transactions in ETF Ser Solutions Aptus Collar stock. As of the latest transaction made, True Wealth Advisors, LLC holds 224,210 shares of ACIO stock, worth $9.77 Million. This represents 3.18% of its overall portfolio holdings.
Number of Shares
224,210
Previous 346,357
35.27%
Holding current value
$9.77 Million
Previous $15 Million
35.04%
% of portfolio
3.18%
Previous 5.18%
Shares
12 transactions
Others Institutions Holding ACIO
# of Institutions
131Shares Held
61MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC13.8MShares$601 Million4.71% of portfolio
-
Integrated Wealth Concepts LLC7.34MShares$320 Million3.14% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC4.37MShares$190 Million13.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL4.1MShares$179 Million0.22% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.22MShares$140 Million0.22% of portfolio