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 $283,157. This represents 0.26% of its overall portfolio holdings.
Number of Shares
6,766
Previous 6,861
1.38%
Holding current value
$283,157
Previous $265,000
5.66%
% of portfolio
0.26%
Previous 0.24%
Shares
12 transactions
Others Institutions Holding ACIO
# of Institutions
116Shares Held
55.4MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC12.8MShares$536 Million5.53% of portfolio
-
Integrated Wealth Concepts LLC5.41MShares$226 Million2.61% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.67MShares$195 Million0.07% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL4.1MShares$171 Million0.22% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC3.98MShares$167 Million13.28% of portfolio