Fiduciary Planning LLC ETF Ser Solutions Aptus Collar Transaction History
Fiduciary Planning LLC
- $235 Million
- Q2 2025
A detailed history of Fiduciary Planning LLC transactions in ETF Ser Solutions Aptus Collar stock. As of the latest transaction made, Fiduciary Planning LLC holds 33,884 shares of ACIO stock, worth $1.44 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
33,884
Previous 33,872
0.04%
Holding current value
$1.44 Million
Previous $1.31 Million
7.35%
% of portfolio
0.6%
Previous 0.56%
Shares
17 transactions
Others Institutions Holding ACIO
# of Institutions
121Shares Held
59MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC14MShares$595 Million5.2% of portfolio
-
Integrated Wealth Concepts LLC6.67MShares$283 Million2.99% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.8MShares$204 Million0.07% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC4.27MShares$181 Million13.33% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL4.1MShares$174 Million0.22% of portfolio