Institutional shares held 21.2 Million
0 calls
0 puts
Total value of holdings $744M
$0 calls
$0 puts
# of Institutions 53


Latest Institutional Activity in ACIO

Top Purchases

Q4 2023
Integrated Wealth Concepts LLC Shares Held: 1.06M ($37.2M)
Q4 2023
Second Line Capital, LLC Shares Held: 961K ($33.7M)
Q4 2023
Org Partners LLC Shares Held: 504K ($17.7M)
Q4 2023
Raymond James Financial Services Advisors, Inc. Shares Held: 479K ($16.8M)
Q4 2023
Brogan Financial, Inc. Shares Held: 1.78M ($62.4M)

Top Sells

Q4 2023
Aptus Capital Advisors, LLC Shares Held: 7.54M ($264M)
Q4 2023
Fiduciary Planning LLC Shares Held: 35.6K ($1.25M)
Q4 2023
Advisory Services Network, LLC Shares Held: 315K ($11.1M)
Q4 2023
Sugarloaf Wealth Management, LLC Shares Held: 955K ($33.5M)
Q4 2023
Cwm, LLC Shares Held: 147K ($5.15M)

About ACIO

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