Compass Ion Advisors, LLC ETF Ser Solutions Aptus Collar Transaction History
Compass Ion Advisors, LLC
- $781 Million
- Q1 2025
A detailed history of Compass Ion Advisors, LLC transactions in ETF Ser Solutions Aptus Collar stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 556,052 shares of ACIO stock, worth $21.2 Million. This represents 2.75% of its overall portfolio holdings.
Number of Shares
556,052
Previous 531,988
4.52%
Holding current value
$21.2 Million
Previous $21.4 Million
0.5%
% of portfolio
2.75%
Previous 2.77%
Shares
12 transactions
Others Institutions Holding ACIO
# of Institutions
105Shares Held
51.4MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC12.9MShares$491 Million5.81% of portfolio
-
Integrated Wealth Concepts LLC5.28MShares$202 Million2.61% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.37MShares$167 Million0.07% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL4.1MShares$156 Million0.22% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC3.9MShares$149 Million13.28% of portfolio