Burt Wealth Advisors ETF Ser Solutions Aptus Collar Transaction History

Burt Wealth Advisors

$399 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 17, 2023	BUY	$28.19 - $30.35 $473,592 - $509,880	16,800 New	16,800 $484,000

Others Institutions Holding ACIO

# of Institutions

84

Shares Held

39M

Call Options Held

0

Put Options Held

0

Aptus Capital Advisors, LLC

9.99M
Shares

$407 Million
6.33% of portfolio
Integrated Wealth Concepts LLC

4.32M
Shares

$176 Million
2.19% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

4.1M
Shares

$167 Million
0.22% of portfolio
Guardian Wealth Advisors, LLC Raleigh, NC

2.84M
Shares

$115 Million
13.44% of portfolio
Brogan Financial, Inc. Knoxville, TN

1.94M
Shares

$78.8 Million
43.81% of portfolio

About ETF SER SOLUTIONS APTUS COLLAR

Ticker ACIO
Sector ETFs
Industry ETFs

More about ACIO

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