Latest Institutional Transactions on ETF Ser Solutions Aptus Collar (ACIO)
This table provides information on the latest institutional transactions involving ETF Ser Solutions Aptus Collar (ACIO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
19.5K+ 4.08% |
$719K - $776K
|
498K
$20M
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
16.6KNew |
$611K - $660K
|
16.6K
$667K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.55K+ 52.41% |
$204K - $220K
|
16.1K
$648K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
139K+ 25.86% |
$5.13M - $5.54M
|
678K
$27.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
24.9K+ 48.9% |
$916K - $988K
|
75.7K
$3.04M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
6.12KNew |
$225K - $243K
|
6.12K
$246K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
24.5K+ 26.9% |
$900K - $972K
|
115K
$4.64M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
20.4K+ 9.98% |
$751K - $810K
|
225K
$9.04M
|
|
|
Oct 22, 2024
Q3 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
7+ 0.02% |
$258 - $278
|
34.1K
$1.37M
|
|
|
Oct 21, 2024
Q3 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
36.8K+ 87.49% |
$1.35M - $1.46M
|
78.8K
$3.17M
|
|
|
Oct 21, 2024
Q3 2024
|
Clarus Group, Inc.
|
BUY
|
- |
34.9K+ 4.06% |
$1.29M - $1.39M
|
894K
$35.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
10.2K+ 10.58% |
$376K - $405K
|
107K
$4.29M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
21.7K+ 4.29% |
$797K - $861K
|
527K
$21.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
446K+ 12.2% |
$16.4M - $17.7M
|
4.1M
$165M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
349+ 4.66% |
$12.9K - $13.9K
|
7.84K
$315K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
100+ 2.11% |
$3.68K - $3.97K
|
4.85K
$195K
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
21.7K+ 32.94% |
$800K - $864K
|
87.7K
$3.53M
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
339KNew |
$12.5M - $13.5M
|
339K
$13.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
12.4K+ 86.9% |
$457K - $493K
|
26.7K
$1.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
141K+ 1990.88% |
$5.18M - $5.59M
|
148K
$5.93M
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
930KNew |
$34.2M - $37M
|
930K
$37.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
26.6K+ 61.81% |
$978K - $1.06M
|
69.5K
$2.79M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
59.4K+ 9.46% |
$2.19M - $2.36M
|
686K
$27.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
40K+ 3.79% |
$1.47M - $1.59M
|
1.09M
$44M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.86K+ 7.47% |
$105K - $114K
|
41.2K
$1.65M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
101K+ 23.31% |
$3.73M - $4.03M
|
536K
$21.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
19.7K+ 12.48% |
$724K - $781K
|
177K
$7.12M
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
90+ 4.5% |
$3.31K - $3.58K
|
2.09K
$84K
|
|
| Q2 2024 | |||||||
|
Aug 16, 2024
Q2 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
62.8K+ 6.22% |
$2.18M - $2.38M
|
1.07M
$43.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-4.99K- 53.99% |
$173K - $189K
|
4.26K
$171K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-23.1K- 65.85% |
$802K - $874K
|
12K
$481K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
86.4K+ 3.29% |
$3M - $3.27M
|
2.71M
$109M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-7.47K- 37.11% |
$259K - $283K
|
12.7K
$509K
|
|
|
Aug 14, 2024
Q2 2024
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
521K+ 144.42% |
$18.1M - $19.7M
|
881K
$35.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
350New |
$12.2K - $13.2K
|
350
$14.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.57M+ 116.66% |
$54.5M - $59.4M
|
2.92M
$117M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.9K+ 28.61% |
$449K - $488K
|
58K
$2.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.44K- 10.33% |
$120K - $130K
|
29.9K
$1.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.72K+ 42.98% |
$94.5K - $103K
|
9.05K
$364K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12.4K+ 92.44% |
$430K - $469K
|
25.8K
$1.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22.5K- 53.98% |
$781K - $850K
|
19.2K
$770K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.08K+ 4.18% |
$72.4K - $78.8K
|
52K
$2.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-327- 9.47% |
$11.4K - $12.4K
|
3.13K
$126K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-267K- 71.85% |
$9.27M - $10.1M
|
105K
$4.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
26.6K+ 1.43% |
$924K - $1.01M
|
1.89M
$75.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.28K+ 127900.0% |
$44.4K - $48.4K
|
1.28K
$51.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.63K- 4.48% |
$91.4K - $99.5K
|
56.2K
$2.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.84KNew |
$238K - $259K
|
6.84K
$275K
|
|