Uniting Wealth Partners, LLC ETF Ser Solutions Aptus Collar Transaction History
Uniting Wealth Partners, LLC
- $259 Billion
- Q2 2025
A detailed history of Uniting Wealth Partners, LLC transactions in ETF Ser Solutions Aptus Collar stock. As of the latest transaction made, Uniting Wealth Partners, LLC holds 415,923 shares of ACIO stock, worth $17.4 Million. This represents 6.66% of its overall portfolio holdings.
Number of Shares
415,923
Previous 167,871
147.76%
Holding current value
$17.4 Million
Previous $6.49 Billion
165.12%
% of portfolio
6.66%
Previous 3.25%
Shares
2 transactions
Others Institutions Holding ACIO
# of Institutions
116Shares Held
55.4MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC12.8MShares$536 Million5.53% of portfolio
-
Integrated Wealth Concepts LLC5.41MShares$226 Million2.61% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.67MShares$195 Million0.07% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL4.1MShares$171 Million0.22% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC3.98MShares$167 Million13.28% of portfolio