True Wealth Advisors, LLC ETF Ser Solutions Aptus Collar Transaction History
True Wealth Advisors, LLC
- $276 Million
- Q2 2025
A detailed history of True Wealth Advisors, LLC transactions in ETF Ser Solutions Aptus Collar stock. As of the latest transaction made, True Wealth Advisors, LLC holds 420,489 shares of ACIO stock, worth $17.4 Million. This represents 6.31% of its overall portfolio holdings.
Number of Shares
420,489
Previous 398,008
5.65%
Holding current value
$17.4 Million
Previous $15.4 Million
13.4%
% of portfolio
6.31%
Previous 6.06%
Shares
10 transactions
Others Institutions Holding ACIO
# of Institutions
115Shares Held
54.3MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC12.8MShares$530 Million5.53% of portfolio
-
Integrated Wealth Concepts LLC5.41MShares$224 Million2.61% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.67MShares$193 Million0.07% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL4.1MShares$170 Million0.22% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC3.98MShares$165 Million13.28% of portfolio