Axim Planning & Wealth ETF Ser Solutions Aptus Collar Transaction History
Axim Planning & Wealth
- $113 Million
- Q1 2025
A detailed history of Axim Planning & Wealth transactions in ETF Ser Solutions Aptus Collar stock. As of the latest transaction made, Axim Planning & Wealth holds 6,861 shares of ACIO stock, worth $278,144. This represents 0.24% of its overall portfolio holdings.
Number of Shares
6,861
Previous 8,861
22.57%
Holding current value
$278,144
Previous $356,000
25.56%
% of portfolio
0.24%
Previous 0.38%
Shares
11 transactions
Others Institutions Holding ACIO
# of Institutions
115Shares Held
53.8MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC12.8MShares$519 Million5.53% of portfolio
-
Integrated Wealth Concepts LLC5.41MShares$219 Million2.61% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.67MShares$189 Million0.07% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL4.1MShares$166 Million0.22% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC3.98MShares$161 Million13.28% of portfolio