Number of Shares
163,657.00
Current Holdings Value*
$6.33 Mil
% of Portfolio
3.42%
Total Estimate Gain
$607,891.42
% of Total Estimate Gain
9.83%

Financial Guidance Group, Inc.'s Aptus Collared Investment Opportunity ETF Holding Summary

As of 2025-03-31, Financial Guidance Group, Inc. held 163,657.00 shares of Aptus Collared Investment Opportunity ETF(ACIO), totaling $6.33 Mil. This investment constitutes 3.42% of their stock portfolio, and Financial Guidance Group, Inc. now holds 0.37% of the outstanding Aptus Collared Investment Opportunity ETF(ACIO) stock.

The initial trade took place in 2024Q2. And since then Financial Guidance Group, Inc. has made 4 purchases of ACIO, at an average price of $37.79, for a total of 163,657.00 shares. Based on historical transaction data and ACIO's current price of $41.50, Financial Guidance Group, Inc.'s estimated gain on his ACIO holdings is $607,891.42, reflecting a 9.83% gain to date.

Financial Guidance Group, Inc. ACIO ($41.50) Holding Chart

Financial Guidance Group, Inc. ACIO ($41.50) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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