Latest Institutional Transactions on ETF Ser Solutions Aptus Collar (ACIO)
This table provides information on the latest institutional transactions involving ETF Ser Solutions Aptus Collar (ACIO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
259New |
$7.87K - $8.25K
|
259
$10.5K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
192KNew |
$5.72M - $5.96M
|
192K
$7.79M
|
|
|
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
11.8KNew |
$352K - $367K
|
11.8K
$481K
|
|
|
Aug 09, 2023
Q2 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-6.07K- 33.04% |
$181K - $189K
|
12.3K
$500K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.68KNew |
$276K - $293K
|
9.68K
$394K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
23+ 0.07% |
$657 - $696
|
31.7K
$1.29M
|
|
|
Apr 24, 2023
Q1 2023
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-3.12K- 1.18% |
$89K - $94.2K
|
260K
$10.6M
|
|
| Q4 2022 | |||||||
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
604New |
$17K - $18.3K
|
604
$24.6K
|
|
|
Jan 17, 2023
Q4 2022
|
Burt Wealth Advisors
|
BUY
|
- |
16.8KNew |
$474K - $510K
|
16.8K
$684K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
1.33KNew |
$37.4K - $40.3K
|
1.33K
$54K
|
|
| Q3 2022 | |||||||
|
Oct 17, 2022
Q3 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-2.19K- 10.25% |
$61.5K - $68.7K
|
19.2K
$780K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
7+ 0.19% |
$197 - $221
|
3.74K
$152K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.13KNew |
$59.8K - $67.1K
|
2.13K
$86.5K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-402- 14.08% |
$11.3K - $12.7K
|
2.45K
$99.9K
|
|
| Q1 2022 | |||||||
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
7.31KNew |
$219K - $239K
|
7.31K
$297K
|
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-6.34KClosed |
$190K - $207K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8.86KClosed |
$254K - $267K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
SELL
|
- |
-7.55KClosed |
$204K - $214K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.5KClosed |
$274K - $292K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-13.3KClosed |
$349K - $371K
|
0
$0
|
|