True Wealth Advisors, LLC ETF Ser Solutions Aptus Collar Transaction History

True Wealth Advisors, LLC

$262 Million
Q4 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 368,623 shares of ACIO stock, worth $15 Million. This represents 5.66% of its overall portfolio holdings.

Number of Shares

368,623

Previous 498,435 26.04%

Holding current value

$15 Million

Previous $19.8 Million 25.11%

% of portfolio

5.66%

Previous 7.3%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$39.5 - $41.38 $5.13 Million - $5.37 Million	-129,812 Reduced 26.04%	368,623 $14.8 Million
Q3 2024 Oct 29, 2024	BUY	$36.82 - $39.74 $718,726 - $775,724	19,520 Added 4.08%	498,435 $19.8 Million
Q2 2024 Jul 24, 2024	BUY	$34.74 - $37.83 $2.57 Million - $2.8 Million	73,947 Added 18.26%	478,915 $18 Million
Q1 2024 Apr 23, 2024	BUY	$32.77 - $36.03 $595,267 - $654,484	18,165 Added 4.7%	404,968 $14.6 Million
Q4 2023 Feb 08, 2024	BUY	$29.77 - $33.28 $606,087 - $677,547	20,359 Added 5.56%	386,803 $12.8 Million
Q3 2023 Nov 07, 2023	BUY	$30.39 - $31.85 $2.65 Million - $2.78 Million	87,306 Added 31.28%	366,444 $11.2 Million
Q2 2023 Jul 31, 2023	BUY	$29.84 - $31.11 $221,562 - $230,991	7,425 Added 2.73%	279,138 $8.68 Million
Q1 2023 Apr 19, 2023	BUY	$28.56 - $30.24 $7.76 Million - $8.22 Million	271,713 New	271,713 $8.2 Million

Others Institutions Holding ACIO

# of Institutions

102

Shares Held

51.2M

Call Options Held

Put Options Held

View Full List

About ETF SER SOLUTIONS APTUS COLLAR

Ticker ACIO
Sector ETFs
Industry ETFs

More about ACIO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Advisors, LLC with notifications on news.

Account

True Wealth Advisors, LLC ETF Ser Solutions Aptus Collar Transaction History