Mbe Wealth Management, LLC ETF Ser Solutions Aptus Collar Transaction History
Mbe Wealth Management, LLC
- $190 Million
- Q1 2025
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 311,465 shares of ACIO stock, worth $12 Million. This represents 6.35% of its overall portfolio holdings.
Number of Shares
311,465
Previous 132,905
134.35%
Holding current value
$12 Million
Previous $5.35 Million
125.32%
% of portfolio
6.35%
Previous 3.14%
Shares
16 transactions
Others Institutions Holding ACIO
# of Institutions
108Shares Held
52.1MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC12.9MShares$495 Million5.81% of portfolio
-
Integrated Wealth Concepts LLC5.28MShares$204 Million2.61% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.37MShares$168 Million0.07% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL4.1MShares$158 Million0.22% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC3.9MShares$150 Million13.28% of portfolio