Guardian Wealth Advisors, LLC ETF Ser Solutions Aptus Collar Transaction History
Guardian Wealth Advisors, LLC
- $717 Million
- Q1 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 2,624,366 shares of ACIO stock, worth $98.8 Million. This represents 13.2% of its overall portfolio holdings.
Number of Shares
2,624,366
Previous 2,528,876
3.78%
Holding current value
$98.8 Million
Previous $83.9 Million
12.76%
% of portfolio
13.2%
Previous 13.8%
Shares
11 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
-
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
-
Sugarloaf Wealth Management, LLC1.04MShares$39.1 Million8.62% of portfolio