United Advisor Group, LLC ETF Ser Solutions Aptus Collar Transaction History
United Advisor Group, LLC
- $422 Million
- Q3 2024
A detailed history of United Advisor Group, LLC transactions in ETF Ser Solutions Aptus Collar stock. As of the latest transaction made, United Advisor Group, LLC holds 233,268 shares of ACIO stock, worth $9.62 Million. This represents 2.2% of its overall portfolio holdings.
Number of Shares
233,268
Previous 197,570
18.07%
Holding current value
$9.62 Million
Previous $7.43 Million
24.7%
% of portfolio
2.2%
Previous 2.44%
Shares
3 transactions
Others Institutions Holding ACIO
# of Institutions
99Shares Held
48.3MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC12.9MShares$530 Million5.81% of portfolio
-
Integrated Wealth Concepts LLC5.28MShares$218 Million2.61% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.37MShares$180 Million0.07% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL4.1MShares$169 Million0.22% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC3.9MShares$161 Million13.28% of portfolio