Triad Wealth Partners, LLC ETF Ser Solutions Aptus Collar Transaction History

Triad Wealth Partners, LLC

$188 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 18, 2024	BUY	$34.74 - $37.83 $14,764 - $16,077	425 New	425 $16 Million

Others Institutions Holding ACIO

# of Institutions

85

Shares Held

39.1M

Call Options Held

0

Put Options Held

0

Aptus Capital Advisors, LLC

9.99M
Shares

$408 Million
6.33% of portfolio
Integrated Wealth Concepts LLC

4.32M
Shares

$177 Million
2.19% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

4.1M
Shares

$167 Million
0.22% of portfolio
Guardian Wealth Advisors, LLC Raleigh, NC

2.84M
Shares

$116 Million
13.44% of portfolio
Brogan Financial, Inc. Knoxville, TN

1.94M
Shares

$79.2 Million
43.81% of portfolio

About ETF SER SOLUTIONS APTUS COLLAR

Ticker ACIO
Sector ETFs
Industry ETFs

More about ACIO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Triad Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Triad Wealth Partners, LLC with notifications on news.