Consultiva Wealth Management, Corp. ETF Ser Solutions Aptus Collar Transaction History
Consultiva Wealth Management, Corp.
- $29.1 Billion
- Q1 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 3,055 shares of ACIO stock, worth $123,849. This represents 0.41% of its overall portfolio holdings.
Number of Shares
3,055
Previous 2,040
49.75%
Holding current value
$123,849
Previous $82.1 Million
43.99%
% of portfolio
0.41%
Previous 0.41%
Shares
2 transactions
Others Institutions Holding ACIO
# of Institutions
115Shares Held
53.8MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC12.8MShares$519 Million5.53% of portfolio
-
Integrated Wealth Concepts LLC5.41MShares$219 Million2.61% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.67MShares$189 Million0.07% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL4.1MShares$166 Million0.22% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC3.98MShares$161 Million13.28% of portfolio