Institutional shares held 52.1 Million
0 calls
0 puts
Total value of holdings $2B
$0 calls
$0 puts
# of Institutions 108


Latest Institutional Activity in ACIO

Top Purchases

Q1 2025
Silver Oak Securities, Inc Shares Held: 265K ($10.2M)
Q1 2025
Signal Advisors Wealth, LLC Shares Held: 535K ($20.6M)
Q1 2025
Mbe Wealth Management, LLC Shares Held: 311K ($12M)
Q1 2025
Uniting Wealth Partners, LLC Shares Held: 168K ($6.46M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 1.47M ($56.6M)

Top Sells

Q1 2025
Fermata Advisors, LLC Shares Held: 13.9K ($533K)
Q1 2025
Clarus Group, Inc. Shares Held: 1.13M ($43.4M)
Q1 2025
Parallel Advisors, LLC Shares Held: 833 ($32.1K)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 8.36K ($322K)
Q1 2025
Magnolia Private Wealth, LLC Shares Held: 8.9K ($343K)

About ACIO

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