Retirement Planning Group ETF Ser Solutions Aptus Collar Transaction History
Retirement Planning Group
- $1.64 Billion
- Q2 2025
A detailed history of Retirement Planning Group transactions in ETF Ser Solutions Aptus Collar stock. As of the latest transaction made, Retirement Planning Group holds 35,561 shares of ACIO stock, worth $1.51 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
35,561
Previous 38,014
6.45%
Holding current value
$1.51 Million
Previous $1.47 Million
0.41%
% of portfolio
0.09%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding ACIO
# of Institutions
121Shares Held
58.6MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC14MShares$595 Million5.2% of portfolio
-
Integrated Wealth Concepts LLC6.67MShares$283 Million2.99% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.8MShares$204 Million0.07% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC4.27MShares$181 Million13.33% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL4.1MShares$174 Million0.22% of portfolio