Legacy Trust ETF Ser Solutions Aptus Collar Transaction History

Legacy Trust

$435 Billion
Q3 2024

A detailed history of Legacy Trust transactions in ETF Ser Solutions Aptus Collar stock. As of the latest transaction made, Legacy Trust holds 16,600 shares of ACIO stock, worth $667,154. This represents 0.15% of its overall portfolio holdings.

Number of Shares

16,600

Holding current value

$667,154

% of portfolio

0.15%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 29, 2024	BUY	$36.82 - $39.74 $611,212 - $659,684	16,600 New	16,600 $660 Million

Others Institutions Holding ACIO

# of Institutions

Shares Held

34.3M

Call Options Held

Put Options Held

Aptus Capital Advisors, LLC

8.69M
Shares

$349 Million
6.25% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

4.1M
Shares

$165 Million
0.22% of portfolio
Integrated Wealth Concepts LLC

2.92M
Shares

$117 Million
1.56% of portfolio
Guardian Wealth Advisors, LLC Raleigh, NC

2.71M
Shares

$109 Million
13.52% of portfolio
Brogan Financial, Inc. Knoxville, TN

1.89M
Shares

$75.9 Million
44.78% of portfolio

View Full List

About ETF SER SOLUTIONS APTUS COLLAR

Ticker ACIO
Sector ETFs
Industry ETFs

More about ACIO

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