Morris Financial Concepts, Inc. ETF Ser Solutions Aptus Collar Transaction History
Morris Financial Concepts, Inc.
- $229 Million
- Q3 2024
A detailed history of Morris Financial Concepts, Inc. transactions in ETF Ser Solutions Aptus Collar stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 9,247 shares of ACIO stock, worth $376,352. This represents 0.16% of its overall portfolio holdings.
Number of Shares
9,247Holding current value
$376,352% of portfolio
0.16%Shares
1 transactions
Others Institutions Holding ACIO
# of Institutions
84Shares Held
39MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC9.99MShares$407 Million6.33% of portfolio
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Integrated Wealth Concepts LLC4.32MShares$176 Million2.19% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL4.1MShares$167 Million0.22% of portfolio
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Guardian Wealth Advisors, LLC Raleigh, NC2.84MShares$115 Million13.44% of portfolio
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Brogan Financial, Inc. Knoxville, TN1.94MShares$78.8 Million43.81% of portfolio