Naviter Wealth, LLC ETF Ser Solutions Aptus Collar Transaction History
Naviter Wealth, LLC
- $809 Million
- Q1 2025
A detailed history of Naviter Wealth, LLC transactions in ETF Ser Solutions Aptus Collar stock. As of the latest transaction made, Naviter Wealth, LLC holds 358,884 shares of ACIO stock, worth $13.8 Million. This represents 1.72% of its overall portfolio holdings.
Number of Shares
358,884
Previous 336,073
6.79%
Holding current value
$13.8 Million
Previous $13.5 Million
2.68%
% of portfolio
1.72%
Previous 1.66%
Shares
3 transactions
Others Institutions Holding ACIO
# of Institutions
109Shares 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