Fulcrum Equity Management ETF Ser Solutions Aptus Collar Transaction History
Fulcrum Equity Management
- $115 Million
- Q3 2024
A detailed history of Fulcrum Equity Management transactions in ETF Ser Solutions Aptus Collar stock. As of the latest transaction made, Fulcrum Equity Management holds 29,313 shares of ACIO stock, worth $1.2 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
29,313Holding current value
$1.2 Million% of portfolio
1.02%Shares
1 transactions
Others Institutions Holding ACIO
# of Institutions
85Shares Held
39.1MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC9.99MShares$409 Million6.33% of portfolio
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Integrated Wealth Concepts LLC4.32MShares$177 Million2.19% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL4.1MShares$168 Million0.22% of portfolio
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Guardian Wealth Advisors, LLC Raleigh, NC2.84MShares$116 Million13.44% of portfolio
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Brogan Financial, Inc. Knoxville, TN1.94MShares$79.3 Million43.81% of portfolio