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 1,345,645 shares of ACIO stock, worth $50.6 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
1,345,645
Previous 1,060,568 26.88%
Holding current value
$50.6 Million
Previous $35.2 Million 37.86%
% of portfolio
0.72%
Previous 0.59%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ETF SER SOLUTIONS APTUS COLLAR


  • Ticker ACIO
  • Sector ETFs
  • Industry ETFs
More about ACIO
Track This Portfolio

Track Integrated Wealth Concepts LLC Portfolio

Follow Integrated Wealth Concepts LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Integrated Wealth Concepts LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integrated Wealth Concepts LLC with notifications on news.