Lifeworks Advisors, LLC ETF Ser Solutions Aptus Collar Transaction History
Lifeworks Advisors, LLC
- $638 Million
- Q2 2025
A detailed history of Lifeworks Advisors, LLC transactions in ETF Ser Solutions Aptus Collar stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 26,311 shares of ACIO stock, worth $1.14 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
26,311
Previous 25,920
1.51%
Holding current value
$1.14 Million
Previous $1 Million
8.68%
% of portfolio
0.17%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding ACIO
# of Institutions
122Shares Held
59.6MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC14MShares$610 Million5.2% of portfolio
-
Integrated Wealth Concepts LLC6.67MShares$290 Million2.99% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.8MShares$209 Million0.07% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC4.27MShares$186 Million13.33% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL4.1MShares$178 Million0.22% of portfolio