Spotlight Asset Group, Inc. ETF Ser Solutions Aptus Collar Transaction History
Spotlight Asset Group, Inc.
- $140 Million
- Q2 2024
A detailed history of Spotlight Asset Group, Inc. transactions in ETF Ser Solutions Aptus Collar stock. As of the latest transaction made, Spotlight Asset Group, Inc. holds 311,848 shares of ACIO stock, worth $12.2 Million. This represents 8.41% of its overall portfolio holdings.
Number of Shares
311,848
Previous 317,633
1.82%
Holding current value
$12.2 Million
Previous $11.4 Million
2.53%
% of portfolio
8.41%
Previous 8.42%
Shares
5 transactions
Others Institutions Holding ACIO
# of Institutions
74Shares Held
31.9MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC8.69MShares$341 Million6.25% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.65MShares$143 Million0.2% of portfolio
-
Integrated Wealth Concepts LLC2.92MShares$114 Million1.56% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC2.71MShares$106 Million13.52% of portfolio
-
Brogan Financial, Inc. Knoxville, TN1.89MShares$74 Million44.78% of portfolio