Mbe Wealth Management, LLC ETF Ser Solutions Aptus Collar Transaction History
Mbe Wealth Management, LLC
- $170 Million
- Q4 2024
A detailed history of Mbe Wealth Management, LLC transactions in ETF Ser Solutions Aptus Collar stock. As of the latest transaction made, Mbe Wealth Management, LLC holds 132,905 shares of ACIO stock, worth $5.25 Million. This represents 3.14% of its overall portfolio holdings.
Number of Shares
132,905
Previous 106,643
24.63%
Holding current value
$5.25 Million
Previous $4.24 Million
26.22%
% of portfolio
3.14%
Previous 2.42%
Shares
15 transactions
Others Institutions Holding ACIO
# of Institutions
103Shares Held
51.2MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC12.9MShares$508 Million5.81% of portfolio
-
Integrated Wealth Concepts LLC5.28MShares$209 Million2.61% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.37MShares$173 Million0.07% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL4.1MShares$162 Million0.22% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC3.9MShares$154 Million13.28% of portfolio