Envestnet Asset Management Inc ETF Ser Solutions Aptus Collar Transaction History
Envestnet Asset Management Inc
- $302 Billion
- Q3 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 1,178,299 shares of ACIO stock, worth $48 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,178,299
Previous 992,739
18.69%
Holding current value
$48 Million
Previous $37.4 Million
25.35%
% of portfolio
0.02%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding ACIO
# of Institutions
84Shares Held
39MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC9.99MShares$407 Million6.33% of portfolio
-
Integrated Wealth Concepts LLC4.32MShares$176 Million2.19% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL4.1MShares$167 Million0.22% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC2.84MShares$115 Million13.44% of portfolio
-
Brogan Financial, Inc. Knoxville, TN1.94MShares$78.8 Million43.81% of portfolio