Atria Wealth Solutions, Inc. ETF Ser Solutions Aptus Collar Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	BUY	$32.77 - $36.03 $233,781 - $257,038	7,134 New	7,134 $257,000

Others Institutions Holding ACIO

# of Institutions

121

Shares Held

60M

Call Options Held

0

Put Options Held

0

Aptus Capital Advisors, LLC

14M
Shares

$614 Million
5.2% of portfolio
Integrated Wealth Concepts LLC

6.67M
Shares

$292 Million
2.99% of portfolio
Raymond James Financial Inc St. Petersburg, FL

4.8M
Shares

$210 Million
0.07% of portfolio
Guardian Wealth Advisors, LLC Raleigh, NC

4.27M
Shares

$187 Million
13.33% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

4.1M
Shares

$179 Million
0.22% of portfolio

About ETF SER SOLUTIONS APTUS COLLAR

Ticker ACIO
Sector ETFs
Industry ETFs

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