Integrated Wealth Concepts LLC ETF Ser Solutions Aptus Collar Transaction History
Integrated Wealth Concepts LLC
- $7.83 Billion
- Q3 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 4,318,913 shares of ACIO stock, worth $176 Million. This represents 2.19% of its overall portfolio holdings.
Number of Shares
4,318,913
Previous 2,915,507
48.14%
Holding current value
$176 Million
Previous $110 Million
56.44%
% of portfolio
2.19%
Previous 1.56%
Shares
5 transactions
Others Institutions Holding ACIO
# of Institutions
85Shares Held
39.1MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC9.99MShares$407 Million6.33% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL4.1MShares$167 Million0.22% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC2.84MShares$115 Million13.44% of portfolio
-
Brogan Financial, Inc. Knoxville, TN1.94MShares$78.8 Million43.81% of portfolio
-
Envestnet Asset Management Inc1.18MShares$47.9 Million0.02% of portfolio