Triad Wealth Partners, LLC ETF Ser Solutions Aptus Collar Transaction History
Triad Wealth Partners, LLC
- $191 Billion
- Q2 2024
A detailed history of Triad Wealth Partners, LLC transactions in ETF Ser Solutions Aptus Collar stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 425 shares of ACIO stock, worth $16,638. This represents 0.01% of its overall portfolio holdings.
Number of Shares
425Holding current value
$16,638% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding ACIO
# of Institutions
74Shares Held
31.9MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC8.69MShares$340 Million6.25% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.65MShares$143 Million0.2% of portfolio
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Integrated Wealth Concepts LLC2.92MShares$114 Million1.56% of portfolio
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Guardian Wealth Advisors, LLC Raleigh, NC2.71MShares$106 Million13.52% of portfolio
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Brogan Financial, Inc. Knoxville, TN1.89MShares$73.9 Million44.78% of portfolio