Org Partners LLC ETF Ser Solutions Aptus Collar Transaction History

Org Partners LLC

$47.5 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 29, 2024	BUY	$29.77 - $33.28 $14.8 Million - $16.5 Million	496,308 Added 6456.46%	503,995 $16.7 Million
Q3 2023 Nov 03, 2023	BUY	$30.39 - $31.85 $233,607 - $244,830	7,687 New	7,687 $7.69 Million

Others Institutions Holding ACIO

# of Institutions

64

Shares Held

23.6M

Call Options Held

0

Put Options Held

0

Aptus Capital Advisors, LLC

8.12M
Shares

$306 Million
5.91% of portfolio
Guardian Wealth Advisors, LLC Raleigh, NC

2.62M
Shares

$98.8 Million
13.2% of portfolio
Brogan Financial, Inc. Knoxville, TN

1.86M
Shares

$70 Million
44.28% of portfolio
Integrated Wealth Concepts LLC

1.35M
Shares

$50.6 Million
0.72% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.13M
Shares

$42.4 Million
0.06% of portfolio

About ETF SER SOLUTIONS APTUS COLLAR

Ticker ACIO
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