Wealth Advisory Team LLC ETF Ser Solutions Aptus Collar Transaction History
Wealth Advisory Team LLC
- $107 Billion
- Q2 2025
A detailed history of Wealth Advisory Team LLC transactions in ETF Ser Solutions Aptus Collar stock. As of the latest transaction made, Wealth Advisory Team LLC holds 356,175 shares of ACIO stock, worth $15 Million. This represents 13.79% of its overall portfolio holdings.
Number of Shares
356,175Holding current value
$15 Million% of portfolio
13.79%Shares
1 transactions
Others Institutions Holding ACIO
# of Institutions
115Shares Held
54.8MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC12.8MShares$539 Million5.53% of portfolio
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Integrated Wealth Concepts LLC5.41MShares$228 Million2.61% of portfolio
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Raymond James Financial Inc St. Petersburg, FL4.67MShares$196 Million0.07% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL4.1MShares$172 Million0.22% of portfolio
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Guardian Wealth Advisors, LLC Raleigh, NC3.98MShares$168 Million13.28% of portfolio