Raymond James & Associates ETF Ser Solutions Aptus Collar Transaction History

Raymond James & Associates

$161 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 12, 2021	SELL	$26.15 - $27.85 $273,712 - $291,505	-10,467 Closed	0 $0
Q3 2020 Nov 04, 2020	BUY	$25.27 - $27.74 $264,501 - $290,354	10,467 New	10,467 $279,000

Others Institutions Holding ACIO

# of Institutions

121

Shares Held

59M

Call Options Held

0

Put Options Held

0

Aptus Capital Advisors, LLC

14M
Shares

$612 Million
5.2% of portfolio
Integrated Wealth Concepts LLC

6.67M
Shares

$291 Million
2.99% of portfolio
Raymond James Financial Inc St. Petersburg, FL

4.8M
Shares

$209 Million
0.07% of portfolio
Guardian Wealth Advisors, LLC Raleigh, NC

4.27M
Shares

$186 Million
13.33% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

4.1M
Shares

$179 Million
0.22% of portfolio

About ETF SER SOLUTIONS APTUS COLLAR

Ticker ACIO
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