Integrated Wealth Concepts LLC ETF Ser Solutions Aptus Collar Transaction History

Integrated Wealth Concepts LLC

  • $9.24 Billion
  • Q2 2025

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 6,674,953 shares of ACIO stock, worth $290 Million. This represents 2.99% of its overall portfolio holdings.

Number of Shares
6,674,953
Previous 5,411,427 23.35%
Holding current value
$290 Million
Previous $209 Million 31.99%
% of portfolio
2.99%
Previous 2.61%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$36.36 - $41.4 $45.9 Million - $52.3 Million
1,263,526 Added 23.35%
6,674,953 $276 Million
Q1 2025

May 15, 2025
BUY
$38.36 - $41.43 $4.86 Million - $5.25 Million
126,743 Added 2.4%
5,411,427 $209 Million
Q4 2024

Feb 14, 2025
BUY
$39.5 - $41.38 $38.1 Million - $40 Million
965,771 Added 22.36%
5,284,684 $213 Million
Q3 2024

Nov 14, 2024
BUY
$36.82 - $39.74 $51.7 Million - $55.8 Million
1,403,406 Added 48.14%
4,318,913 $172 Million
Q2 2024

Aug 14, 2024
BUY
$34.74 - $37.83 $54.5 Million - $59.4 Million
1,569,862 Added 116.66%
2,915,507 $110 Million
Q1 2024

May 15, 2024
BUY
$32.77 - $36.03 $9.34 Million - $10.3 Million
285,077 Added 26.88%
1,345,645 $48.5 Million
Q4 2023

Feb 13, 2024
BUY
$29.77 - $33.28 $31.3 Million - $35 Million
1,052,499 Added 13043.74%
1,060,568 $35.2 Million
Q3 2023

Nov 15, 2023
BUY
$30.39 - $31.85 $245,216 - $256,997
8,069 New
8,069 $245,000

Others Institutions Holding ACIO

# of Institutions
120
Shares Held
59.7M
Call Options Held
0
Put Options Held
0
View Full List

About ETF SER SOLUTIONS APTUS COLLAR

ACIO Quotes by TradingView
  • Ticker ACIO
  • Sector ETFs
  • Industry ETFs
More about ACIO
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