Latest Institutional Purchases of ETF Ser Solutions Aptus Collar (ACIO)
This list provides information on the latest institutional transactions involving ETF Ser Solutions Aptus Collar (ACIO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.55K+ 52.41% |
$204K - $220K
|
16.1K
$661K
|
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
5.5K+ 10.31% |
$203K - $219K
|
58.9K
$2.41M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.68K+ 9.01% |
$172K - $186K
|
56.6K
$2.32M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.86K+ 7.47% |
$105K - $114K
|
41.2K
$1.69M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.42K+ 87.7% |
$89K - $96.1K
|
5.18K
$212K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.25K+ 8.7% |
$82.7K - $89.2K
|
28K
$1.15M
|
|
|
Oct 30, 2024
Q3 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
1.21K+ 1.09% |
$44.7K - $48.2K
|
113K
$4.62M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.21KNew |
$44.6K - $48.1K
|
1.21K
$49.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
349+ 4.66% |
$12.9K - $13.9K
|
7.84K
$321K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
100+ 2.11% |
$3.68K - $3.97K
|
4.85K
$198K
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
90+ 4.5% |
$3.31K - $3.58K
|
2.09K
$85.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
50+ 0.73% |
$1.84K - $1.99K
|
6.89K
$282K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
10+ 0.05% |
$368 - $397
|
21.8K
$893K
|
|
|
Oct 22, 2024
Q3 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
7+ 0.02% |
$258 - $278
|
34.1K
$1.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
15.1KNew |
$524K - $570K
|
15.1K
$618K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
425New |
$14.8K - $16.1K
|
425
$17.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
350New |
$12.2K - $13.2K
|
350
$14.3K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
116New |
$4.03K - $4.39K
|
116
$4.75K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
37.9KNew |
$1.24M - $1.37M
|
37.9K
$1.55M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.94KNew |
$260K - $286K
|
7.94K
$325K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.13KNew |
$234K - $257K
|
7.13K
$292K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
6.11KNew |
$200K - $220K
|
6.11K
$250K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
4.7KNew |
$154K - $169K
|
4.7K
$193K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
381+ 157.44% |
$12.5K - $13.7K
|
623
$25.5K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.2KNew |
$274K - $306K
|
9.2K
$377K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
28.9K+ 98.84% |
$879K - $921K
|
58.2K
$2.38M
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
21.9KNew |
$665K - $697K
|
21.9K
$897K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
259New |
$7.87K - $8.25K
|
259
$10.6K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
192KNew |
$5.72M - $5.96M
|
192K
$7.84M
|
|
|
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
11.8KNew |
$352K - $367K
|
11.8K
$484K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.68KNew |
$276K - $293K
|
9.68K
$396K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
23+ 0.07% |
$657 - $696
|
31.7K
$1.3M
|
|
| Q4 2022 | |||||||
|
Jan 17, 2023
Q4 2022
|
Burt Wealth Advisors
|
BUY
|
- |
16.8KNew |
$474K - $510K
|
16.8K
$688K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
1.33KNew |
$37.4K - $40.3K
|
1.33K
$54.4K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
604New |
$17K - $18.3K
|
604
$24.7K
|
|
| Q2 2022 | |||||||
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.13KNew |
$59.8K - $67.1K
|
2.13K
$87K
|
|
|
Aug 11, 2022
Q2 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
7+ 0.19% |
$197 - $221
|
3.74K
$153K
|
|
| Q1 2022 | |||||||
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
7.31KNew |
$219K - $239K
|
7.31K
$299K
|
|