True Wealth Advisors, LLC ETF Ser Solutions Aptus Collar Transaction History
True Wealth Advisors, LLC
- $271 Million
- Q3 2024
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 498,435 shares of ACIO stock, worth $20 Million. This represents 7.3% of its overall portfolio holdings.
Number of Shares
498,435
Previous 478,915
4.08%
Holding current value
$20 Million
Previous $18 Million
9.91%
% of portfolio
7.3%
Previous 7.25%
Shares
7 transactions
Others Institutions Holding ACIO
# of Institutions
76Shares Held
34.3MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC8.69MShares$349 Million6.25% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL4.1MShares$165 Million0.22% of portfolio
-
Integrated Wealth Concepts LLC2.92MShares$117 Million1.56% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC2.71MShares$109 Million13.52% of portfolio
-
Brogan Financial, Inc. Knoxville, TN1.89MShares$75.9 Million44.78% of portfolio