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 $283 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
$283 Million
Previous $209 Million
31.99%
% of portfolio
2.99%
Previous 2.61%
Shares
8 transactions
Others Institutions Holding ACIO
# of Institutions
121Shares Held
58.6MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC14MShares$595 Million5.2% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.8MShares$204 Million0.07% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC4.27MShares$181 Million13.33% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL4.1MShares$174 Million0.22% of portfolio
-
Brogan Financial, Inc. Knoxville, TN1.99MShares$84.2 Million36.72% of portfolio