Synergy Asset Management, LLC ETF Ser Solutions Aptus Collar Transaction History
Synergy Asset Management, LLC
- $1.25 Billion
- Q4 2024
A detailed history of Synergy Asset Management, LLC transactions in ETF Ser Solutions Aptus Collar stock. As of the latest transaction made, Synergy Asset Management, LLC holds 146 shares of ACIO stock, worth $5,981. This represents 0.0% of its overall portfolio holdings.
Number of Shares
146Holding current value
$5,981% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding ACIO
# of Institutions
89Shares Held
40.4MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC9.99MShares$409 Million6.33% of portfolio
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Integrated Wealth Concepts LLC4.32MShares$177 Million2.19% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL4.1MShares$168 Million0.22% of portfolio
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Guardian Wealth Advisors, LLC Raleigh, NC2.84MShares$116 Million13.44% of portfolio
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Brogan Financial, Inc. Knoxville, TN1.94MShares$79.3 Million43.81% of portfolio