Envestnet Asset Management Inc ETF Ser Solutions Aptus Collar Transaction History
Envestnet Asset Management Inc
- $281 Billion
- Q2 2024
A detailed history of Envestnet Asset Management Inc transactions in ETF Ser Solutions Aptus Collar stock. As of the latest transaction made, Envestnet Asset Management Inc holds 992,739 shares of ACIO stock, worth $39.3 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
992,739
Previous 673,394
47.42%
Holding current value
$39.3 Million
Previous $24.3 Million
53.97%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding ACIO
# of Institutions
74Shares Held
31.9MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC8.69MShares$344 Million6.25% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.65MShares$145 Million0.2% of portfolio
-
Integrated Wealth Concepts LLC2.92MShares$115 Million1.56% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC2.71MShares$107 Million13.52% of portfolio
-
Brogan Financial, Inc. Knoxville, TN1.89MShares$74.7 Million44.78% of portfolio