Consultiva Wealth Management, Corp. ETF Ser Solutions Aptus Collar Transaction History
Consultiva Wealth Management, Corp.
- $34.9 Million
- Q3 2025
A detailed history of Consultiva Wealth Management, Corp. transactions in ETF Ser Solutions Aptus Collar stock. As of the latest transaction made, Consultiva Wealth Management, Corp. holds 3,975 shares of ACIO stock, worth $173,230. This represents 0.49% of its overall portfolio holdings.
Number of Shares
3,975
Previous 3,735
6.43%
Holding current value
$173,230
Previous $154,000
11.69%
% of portfolio
0.49%
Previous 0.49%
Shares
4 transactions
Others Institutions Holding ACIO
# of Institutions
128Shares 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