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 $378,757. This represents 0.16% of its overall portfolio holdings.
Number of Shares
9,247Holding current value
$378,757% of portfolio
0.16%Shares
1 transactions
Others Institutions Holding ACIO
# of Institutions
85Shares Held
39.1MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC9.99MShares$409 Million6.33% of portfolio
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Integrated Wealth Concepts LLC4.32MShares$177 Million2.19% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL4.1MShares$168 Million0.22% of portfolio
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Guardian Wealth Advisors, LLC Raleigh, NC2.84MShares$116 Million13.44% of portfolio
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Brogan Financial, Inc. Knoxville, TN1.94MShares$79.3 Million43.81% of portfolio