Naviter Wealth, LLC ETF Ser Solutions Aptus Collar Transaction History
Naviter Wealth, LLC
- $814 Million
- Q4 2024
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 336,073 shares of ACIO stock, worth $13.9 Million. This represents 1.66% of its overall portfolio holdings.
Number of Shares
336,073
Previous 339,301
0.95%
Holding current value
$13.9 Million
Previous $13.5 Million
0.3%
% of portfolio
1.66%
Previous 1.9%
Shares
2 transactions
Others Institutions Holding ACIO
# of Institutions
99Shares Held
48.3MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC12.9MShares$530 Million5.81% of portfolio
-
Integrated Wealth Concepts LLC5.28MShares$218 Million2.61% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.37MShares$180 Million0.07% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL4.1MShares$169 Million0.22% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC3.9MShares$161 Million13.28% of portfolio