Perigon Wealth Management, LLC ETF Ser Solutions Aptus Collar Transaction History
Perigon Wealth Management, LLC
- $3.27 Billion
- Q1 2024
A detailed history of Perigon Wealth Management, LLC transactions in ETF Ser Solutions Aptus Collar stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 6,569 shares of ACIO stock, worth $247,191. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,569
Previous 6,434
2.1%
Holding current value
$247,191
Previous $213,000
10.8%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding ACIO
# of Institutions
64Shares Held
23.6MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC8.12MShares$306 Million5.91% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC2.62MShares$98.8 Million13.2% of portfolio
-
Brogan Financial, Inc. Knoxville, TN1.86MShares$70 Million44.28% of portfolio
-
Integrated Wealth Concepts LLC1.35MShares$50.6 Million0.72% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.13MShares$42.4 Million0.06% of portfolio