Guardian Wealth Advisors, LLC ETF Ser Solutions Aptus Collar Transaction History
Guardian Wealth Advisors, LLC
- $838 Million
- Q3 2024
A detailed history of Guardian Wealth Advisors, LLC transactions in ETF Ser Solutions Aptus Collar stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 2,836,364 shares of ACIO stock, worth $115 Million. This represents 13.44% of its overall portfolio holdings.
Number of Shares
2,836,364
Previous 2,710,739
4.63%
Holding current value
$115 Million
Previous $102 Million
10.5%
% of portfolio
13.44%
Previous 13.52%
Shares
13 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
-
Brogan Financial, Inc. Knoxville, TN1.94MShares$78.8 Million43.81% of portfolio
-
Envestnet Asset Management Inc1.18MShares$48 Million0.02% of portfolio