Integrated Wealth Concepts LLC ETF Ser Solutions Aptus Collar Transaction History
Integrated Wealth Concepts LLC
- $8.16 Billion
- Q4 2024
A detailed history of Integrated Wealth Concepts LLC transactions in ETF Ser Solutions Aptus Collar stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 5,284,684 shares of ACIO stock, worth $204 Million. This represents 2.61% of its overall portfolio holdings.
Number of Shares
5,284,684
Previous 4,318,913
22.36%
Holding current value
$204 Million
Previous $172 Million
23.9%
% of portfolio
2.61%
Previous 2.19%
Shares
6 transactions
Others Institutions Holding ACIO
# of Institutions
104Shares Held
51.2MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC12.9MShares$496 Million5.81% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.37MShares$169 Million0.07% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL4.1MShares$158 Million0.22% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC3.9MShares$150 Million13.28% of portfolio
-
Brogan Financial, Inc. Knoxville, TN1.92MShares$73.9 Million37.76% of portfolio