Patriot Financial Group Insurance Agency, LLC ETF Ser Solutions Aptus Collar Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	SELL	$28.12 - $31.56 $11,304 - $12,687	-402 Reduced 14.08%	2,454 $71,000
Q1 2022 May 11, 2022	SELL	$29.96 - $32.7 $838 - $915	-28 Reduced 0.97%	2,856 $90,000
Q2 2021 Jul 30, 2021	SELL	$28.6 - $30.16 $17,160 - $18,096	-600 Reduced 17.22%	2,884 $87,000
Q4 2020 Jan 15, 2021	BUY	$26.15 - $27.85 $91,106 - $97,029	3,484 New	3,484 $97,000

Others Institutions Holding ACIO

# of Institutions

Shares Held

39M

Call Options Held

Put Options Held

Aptus Capital Advisors, LLC

9.99M
Shares

$407 Million
6.33% of portfolio
Integrated Wealth Concepts LLC

4.32M
Shares

$176 Million
2.19% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

4.1M
Shares

$167 Million
0.22% of portfolio
Guardian Wealth Advisors, LLC Raleigh, NC

2.84M
Shares

$115 Million
13.44% of portfolio
Brogan Financial, Inc. Knoxville, TN

1.94M
Shares

$78.8 Million
43.81% of portfolio

View Full List

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