Lord & Richards Wealth Management, LLC ETF Ser Solutions Aptus Collar Transaction History

Lord & Richards Wealth Management, LLC

  • $109 Billion
  • Q3 2025

A detailed history of Lord & Richards Wealth Management, LLC transactions in ETF Ser Solutions Aptus Collar stock. As of the latest transaction made, Lord & Richards Wealth Management, LLC holds 248,236 shares of ACIO stock, worth $10.8 Million. This represents 9.87% of its overall portfolio holdings.

Number of Shares
248,236
Previous 236,888 4.79%
Holding current value
$10.8 Million
Previous $9.81 Billion 9.93%
% of portfolio
9.87%
Previous 10.25%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
$41.26 - $43.63 $468,218 - $495,113
11,348 Added 4.79%
248,236 $10.8 Billion
Q2 2025

Aug 05, 2025
BUY
$36.36 - $41.4 $1.3 Million - $1.48 Million
35,804 Added 17.81%
236,888 $9.81 Billion
Q1 2025

May 02, 2025
BUY
$38.36 - $41.43 $4.75 Million - $5.13 Million
123,922 Added 160.6%
201,084 $7.78 Billion
Q4 2024

Jan 30, 2025
BUY
$39.5 - $41.38 $3.05 Million - $3.19 Million
77,162 New
77,162 $3.1 Billion

Others Institutions Holding ACIO

# of Institutions
130
Shares Held
61.1M
Call Options Held
0
Put Options Held
0
View Full List

About ETF SER SOLUTIONS APTUS COLLAR

ACIO Quotes by TradingView
  • Ticker ACIO
  • Sector ETFs
  • Industry ETFs
More about ACIO
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