Synergy Asset Management, LLC ETF Ser Solutions Aptus Collar Call Options Transaction History

Synergy Asset Management, LLC

$2.76 Billion
Q3 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding ACIO

# of Institutions

124

Shares Held

60.1M

Call Options Held

0

Put Options Held

0

Aptus Capital Advisors, LLC

13.8M
Shares

$610 Million
4.71% of portfolio
Integrated Wealth Concepts LLC

6.67M
Shares

$295 Million
2.99% of portfolio
Raymond James Financial Inc St. Petersburg, FL

4.8M
Shares

$212 Million
0.07% of portfolio
Guardian Wealth Advisors, LLC Raleigh, NC

4.27M
Shares

$189 Million
13.33% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

4.1M
Shares

$181 Million
0.22% of portfolio

About ETF SER SOLUTIONS APTUS COLLAR

Ticker ACIO
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