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 $675,288. This represents 0.15% of its overall portfolio holdings.

Number of Shares

16,600

Holding current value

$675,288

% 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

39.1M

Call Options Held

Put Options Held

Aptus Capital Advisors, LLC

9.99M
Shares

$407 Million
6.33% of portfolio
Integrated Wealth Concepts LLC

4.32M
Shares

$176 Million
2.19% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

4.1M
Shares

$167 Million
0.22% of portfolio
Guardian Wealth Advisors, LLC Raleigh, NC

2.84M
Shares

$115 Million
13.44% of portfolio
Brogan Financial, Inc. Knoxville, TN

1.94M
Shares

$78.8 Million
43.81% of portfolio

View Full List

About ETF SER SOLUTIONS APTUS COLLAR

Ticker ACIO
Sector ETFs
Industry ETFs

More about ACIO

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