Sugarloaf Wealth Management, LLC ETF Ser Solutions Aptus Collar Transaction History
Sugarloaf Wealth Management, LLC
- $493 Million
- Q3 2024
A detailed history of Sugarloaf Wealth Management, LLC transactions in ETF Ser Solutions Aptus Collar stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 1,094,863 shares of ACIO stock, worth $44.8 Million. This represents 8.82% of its overall portfolio holdings.
Number of Shares
1,094,863
Previous 1,054,886
3.79%
Holding current value
$44.8 Million
Previous $39.7 Million
9.61%
% of portfolio
8.82%
Previous 8.62%
Shares
20 transactions
Others Institutions Holding ACIO
# of Institutions
85Shares Held
39.1MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC9.99MShares$409 Million6.33% of portfolio
-
Integrated Wealth Concepts LLC4.32MShares$177 Million2.19% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL4.1MShares$168 Million0.22% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC2.84MShares$116 Million13.44% of portfolio
-
Brogan Financial, Inc. Knoxville, TN1.94MShares$79.3 Million43.81% of portfolio