Level Four Advisory Services, LLC ETF Ser Solutions Aptus Collar Transaction History
Level Four Advisory Services, LLC
- $2.3 Billion
- Q3 2024
A detailed history of Level Four Advisory Services, LLC transactions in ETF Ser Solutions Aptus Collar stock. As of the latest transaction made, Level Four Advisory Services, LLC holds 208,062 shares of ACIO stock, worth $8.47 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
208,062
Previous 182,039
14.3%
Holding current value
$8.47 Million
Previous $6.85 Million
20.7%
% of portfolio
0.36%
Previous 0.32%
Shares
4 transactions
Others Institutions Holding ACIO
# of Institutions
84Shares Held
39MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC9.99MShares$407 Million6.33% of portfolio
-
Integrated Wealth Concepts LLC4.32MShares$176 Million2.19% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL4.1MShares$167 Million0.22% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC2.84MShares$115 Million13.44% of portfolio
-
Brogan Financial, Inc. Knoxville, TN1.94MShares$78.8 Million43.81% of portfolio