Oregon Pacific Wealth Management, LLC ETF Ser Solutions Aptus Collar Transaction History
Oregon Pacific Wealth Management, LLC
- $106 Billion
- Q2 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 63,627 shares of ACIO stock, worth $2.63 Million. This represents 2.49% of its overall portfolio holdings.
Number of Shares
63,627
Previous 64,924
2.0%
Holding current value
$2.63 Million
Previous $2.51 Billion
4.87%
% of portfolio
2.49%
Previous 2.51%
Shares
2 transactions
Others Institutions Holding ACIO
# of Institutions
115Shares Held
54.3MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC12.8MShares$530 Million5.53% of portfolio
-
Integrated Wealth Concepts LLC5.41MShares$224 Million2.61% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.67MShares$193 Million0.07% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL4.1MShares$170 Million0.22% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC3.98MShares$165 Million13.28% of portfolio