Mbe Wealth Management, LLC ETF Ser Solutions Aptus Collar Transaction History
Mbe Wealth Management, LLC
- $160 Million
- Q2 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 96,440 shares of ACIO stock, worth $3.82 Million. This represents 2.27% of its overall portfolio holdings.
Number of Shares
96,440
Previous 91,547
5.34%
Holding current value
$3.82 Million
Previous $3.3 Million
10.04%
% of portfolio
2.27%
Previous 2.1%
Shares
13 transactions
Others Institutions Holding ACIO
# of Institutions
74Shares Held
31.9MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC8.69MShares$344 Million6.25% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.65MShares$145 Million0.2% of portfolio
-
Integrated Wealth Concepts LLC2.92MShares$115 Million1.56% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC2.71MShares$107 Million13.52% of portfolio
-
Brogan Financial, Inc. Knoxville, TN1.89MShares$74.7 Million44.78% of portfolio