Oregon Pacific Wealth Management, LLC ETF Ser Solutions Aptus Collar Transaction History
Oregon Pacific Wealth Management, LLC
- $100 Billion
- Q1 2025
A detailed history of Oregon Pacific Wealth Management, LLC transactions in ETF Ser Solutions Aptus Collar stock. As of the latest transaction made, Oregon Pacific Wealth Management, LLC holds 64,924 shares of ACIO stock, worth $2.5 Million. This represents 2.51% of its overall portfolio holdings.
Number of Shares
64,924Holding current value
$2.5 Million% of portfolio
2.51%Shares
1 transactions
Others Institutions Holding ACIO
# of Institutions
112Shares Held
52.2MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC12.9MShares$495 Million5.81% of portfolio
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Integrated Wealth Concepts LLC5.28MShares$204 Million2.61% of portfolio
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Raymond James Financial Inc St. Petersburg, FL4.37MShares$168 Million0.07% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL4.1MShares$158 Million0.22% of portfolio
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Guardian Wealth Advisors, LLC Raleigh, NC3.9MShares$150 Million13.28% of portfolio