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 $371,636. This represents 0.16% of its overall portfolio holdings.
Number of Shares
9,247Holding current value
$371,636% of portfolio
0.16%Shares
1 transactions
Others Institutions Holding ACIO
# of Institutions
76Shares Held
34.3MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC8.69MShares$349 Million6.25% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL4.1MShares$165 Million0.22% of portfolio
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Integrated Wealth Concepts LLC2.92MShares$117 Million1.56% of portfolio
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Guardian Wealth Advisors, LLC Raleigh, NC2.71MShares$109 Million13.52% of portfolio
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Brogan Financial, Inc. Knoxville, TN1.89MShares$75.9 Million44.78% of portfolio