Envestnet Asset Management Inc ETF Ser Solutions Aptus Collar Transaction History
Envestnet Asset Management Inc
- $263 Billion
- Q1 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 673,394 shares of ACIO stock, worth $25.3 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
673,394
Previous 442,976
52.02%
Holding current value
$25.3 Million
Previous $14.7 Million
65.17%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding ACIO
# of Institutions
64Shares Held
23.6MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC8.12MShares$306 Million5.91% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC2.62MShares$98.8 Million13.2% of portfolio
-
Brogan Financial, Inc. Knoxville, TN1.86MShares$70 Million44.28% of portfolio
-
Integrated Wealth Concepts LLC1.35MShares$50.6 Million0.72% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.13MShares$42.4 Million0.06% of portfolio