Axim Planning & Wealth ETF Ser Solutions Aptus Collar Transaction History
Axim Planning & Wealth
- $88.8 Million
- Q3 2024
A detailed history of Axim Planning & Wealth transactions in ETF Ser Solutions Aptus Collar stock. As of the latest transaction made, Axim Planning & Wealth holds 9,051 shares of ACIO stock, worth $368,375. This represents 0.4% of its overall portfolio holdings.
Number of Shares
9,051
Previous 9,051
-0.0%
Holding current value
$368,375
Previous $340,000
5.59%
% of portfolio
0.4%
Previous 0.41%
Shares
9 transactions
Others Institutions Holding ACIO
# of Institutions
84Shares Held
39MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC9.99MShares$407 Million6.33% of portfolio
-
Integrated Wealth Concepts LLC4.32MShares$176 Million2.19% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL4.1MShares$167 Million0.22% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC2.84MShares$115 Million13.44% of portfolio
-
Brogan Financial, Inc. Knoxville, TN1.94MShares$78.8 Million43.81% of portfolio