Truist Financial Corp ETF Ser Solutions Aptus Collar Transaction History

Truist Financial Corp

$62.9 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 17, 2021	SELL	$27.0 - $28.39 $203,904 - $214,401	-7,552 Closed	0 $0
Q4 2020 Feb 18, 2021	BUY	$26.15 - $27.85 $197,484 - $210,323	7,552 New	7,552 $210,000

Others Institutions Holding ACIO

# of Institutions

84

Shares Held

39M

Call Options Held

0

Put Options Held

0

Aptus Capital Advisors, LLC

9.99M
Shares

$407 Million
6.33% of portfolio
Integrated Wealth Concepts LLC

4.32M
Shares

$176 Million
2.19% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

4.1M
Shares

$167 Million
0.22% of portfolio
Guardian Wealth Advisors, LLC Raleigh, NC

2.84M
Shares

$115 Million
13.44% of portfolio
Brogan Financial, Inc. Knoxville, TN

1.94M
Shares

$78.8 Million
43.81% of portfolio

About ETF SER SOLUTIONS APTUS COLLAR

Ticker ACIO
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