Integrated Wealth Concepts LLC ETF Ser Solutions Aptus Collar Transaction History
Integrated Wealth Concepts LLC
- $6.69 Billion
- Q1 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 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
Others Institutions Holding ACIO
# of Institutions
64Shares Held
23.6MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC8.12MShares$306 Million5.91% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC2.62MShares$98.8 Million13.2% of portfolio
-
Brogan Financial, Inc. Knoxville, TN1.86MShares$70 Million44.28% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.13MShares$42.4 Million0.06% of portfolio
-
Sugarloaf Wealth Management, LLC1.04MShares$39.1 Million8.62% of portfolio