Legacy Capital Wealth Partners, LLC ETF Ser Solutions Aptus Collar Transaction History
Legacy Capital Wealth Partners, LLC
- $439 Million
- Q4 2024
A detailed history of Legacy Capital Wealth Partners, LLC transactions in ETF Ser Solutions Aptus Collar stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 11,608 shares of ACIO stock, worth $476,740. This represents 0.11% of its overall portfolio holdings.
Number of Shares
11,608
Previous 6,942
67.21%
Holding current value
$476,740
Previous $275,000
69.82%
% of portfolio
0.11%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding ACIO
# of Institutions
89Shares Held
40.4MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC9.99MShares$410 Million6.33% of portfolio
-
Integrated Wealth Concepts LLC4.32MShares$177 Million2.19% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL4.1MShares$168 Million0.22% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC2.84MShares$116 Million13.44% of portfolio
-
Brogan Financial, Inc. Knoxville, TN1.94MShares$79.5 Million43.81% of portfolio