Axim Planning & Wealth ETF Ser Solutions Aptus Collar Transaction History
Axim Planning & Wealth
- $122 Million
- Q3 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 5,251 shares of ACIO stock, worth $228,838. This represents 0.19% of its overall portfolio holdings.
Number of Shares
5,251
Previous 6,766
22.39%
Holding current value
$228,838
Previous $280,000
18.57%
% of portfolio
0.19%
Previous 0.26%
Shares
13 transactions
Others Institutions Holding ACIO
# of Institutions
130Shares Held
61.1MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC13.8MShares$601 Million4.71% of portfolio
-
Integrated Wealth Concepts LLC7.34MShares$320 Million3.14% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC4.37MShares$190 Million13.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL4.1MShares$179 Million0.22% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.22MShares$140 Million0.22% of portfolio