Waterloo Capital, L.P. ETF Ser Solutions Aptus Collar Transaction History
Waterloo Capital, L.P.
- $783 Billion
- Q1 2024
A detailed history of Waterloo Capital, L.P. transactions in ETF Ser Solutions Aptus Collar stock. As of the latest transaction made, Waterloo Capital, L.P. holds 568,431 shares of ACIO stock, worth $21.4 Million. This represents 2.62% of its overall portfolio holdings.
Number of Shares
568,431
Previous 549,487
3.45%
Holding current value
$21.4 Million
Previous $18.2 Billion
12.41%
% of portfolio
2.62%
Previous 2.95%
Shares
6 transactions
Others Institutions Holding ACIO
# of Institutions
64Shares Held
23.6MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC8.12MShares$306 Million5.91% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC2.62MShares$98.8 Million13.2% of portfolio
-
Brogan Financial, Inc. Knoxville, TN1.86MShares$70 Million44.28% of portfolio
-
Integrated Wealth Concepts LLC1.35MShares$50.6 Million0.72% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.13MShares$42.4 Million0.06% of portfolio