United Advisor Group, LLC ETF Ser Solutions Aptus Collar Transaction History
United Advisor Group, LLC
- $476 Million
- Q4 2024
A detailed history of United Advisor Group, LLC transactions in ETF Ser Solutions Aptus Collar stock. As of the latest transaction made, United Advisor Group, LLC holds 270,753 shares of ACIO stock, worth $10.8 Million. This represents 2.29% of its overall portfolio holdings.
Number of Shares
270,753
Previous 233,268
16.07%
Holding current value
$10.8 Million
Previous $9.27 Million
17.53%
% of portfolio
2.29%
Previous 2.2%
Shares
4 transactions
Others Institutions Holding ACIO
# of Institutions
103Shares Held
51.2MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC12.9MShares$512 Million5.81% of portfolio
-
Integrated Wealth Concepts LLC5.28MShares$211 Million2.61% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.37MShares$174 Million0.07% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL4.1MShares$163 Million0.22% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC3.9MShares$155 Million13.28% of portfolio