Axim Planning & Wealth ETF Ser Solutions Aptus Collar Transaction History
Axim Planning & Wealth
- $107 Million
- Q2 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 6,766 shares of ACIO stock, worth $294,388. This represents 0.26% of its overall portfolio holdings.
Number of Shares
6,766
Previous 6,861
1.38%
Holding current value
$294,388
Previous $265,000
5.66%
% of portfolio
0.26%
Previous 0.24%
Shares
12 transactions
Others Institutions Holding ACIO
# of Institutions
120Shares Held
59.7MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC14MShares$610 Million5.2% of portfolio
-
Integrated Wealth Concepts LLC6.67MShares$290 Million2.99% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.8MShares$209 Million0.07% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC4.27MShares$186 Million13.33% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL4.1MShares$178 Million0.22% of portfolio