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

82

Shares Held

36.6M

Call Options Held

0

Put Options Held

0

Aptus Capital Advisors, LLC

9.99M
Shares

$409 Million
6.33% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

4.1M
Shares

$168 Million
0.22% of portfolio
Integrated Wealth Concepts LLC

2.92M
Shares

$119 Million
1.56% of portfolio
Guardian Wealth Advisors, LLC Raleigh, NC

2.71M
Shares

$111 Million
13.52% of portfolio
Brogan Financial, Inc. Knoxville, TN

1.89M
Shares

$77.3 Million
44.78% of portfolio

About ETF SER SOLUTIONS APTUS COLLAR

Ticker ACIO
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