Lord & Richards Wealth Management, LLC ETF Ser Solutions Aptus Collar Transaction History

Lord & Richards Wealth Management, LLC

  • $95.7 Billion
  • Q2 2025

A detailed history of Lord & Richards Wealth Management, LLC transactions in ETF Ser Solutions Aptus Collar stock. As of the latest transaction made, Lord & Richards Wealth Management, LLC holds 236,888 shares of ACIO stock, worth $9.97 Million. This represents 10.25% of its overall portfolio holdings.

Number of Shares
236,888
Previous 201,084 17.81%
Holding current value
$9.97 Million
Previous $7.78 Billion 26.06%
% of portfolio
10.25%
Previous 8.82%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
BUY
$36.36 - $41.4 $1.3 Million - $1.48 Million
35,804 Added 17.81%
236,888 $9.81 Billion
Q1 2025

May 02, 2025
BUY
$38.36 - $41.43 $4.75 Million - $5.13 Million
123,922 Added 160.6%
201,084 $7.78 Billion
Q4 2024

Jan 30, 2025
BUY
$39.5 - $41.38 $3.05 Million - $3.19 Million
77,162 New
77,162 $3.1 Billion

Others Institutions Holding ACIO

# of Institutions
117
Shares Held
55.5M
Call Options Held
0
Put Options Held
0
View Full List

About ETF SER SOLUTIONS APTUS COLLAR

ACIO Quotes by TradingView
  • Ticker ACIO
  • Sector ETFs
  • Industry ETFs
More about ACIO
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