Number of Shares
839,558.00
Current Holdings Value*
$32.48 Mil
% of Portfolio
3.35%
Total Estimate Gain
$9.72 Mil
% of Total Estimate Gain
19.77%

First Heartland Consultants, Inc.'s Aptus Collared Investment Opportunity ETF Holding Summary

As of 2025-03-31, First Heartland Consultants, Inc. held 839,558.00 shares of Aptus Collared Investment Opportunity ETF(ACIO), totaling $32.48 Mil. This investment constitutes 3.35% of their stock portfolio, and First Heartland Consultants, Inc. now holds 1.84% of the outstanding Aptus Collared Investment Opportunity ETF(ACIO) stock.

The initial trade took place in 2021Q4. And since then First Heartland Consultants, Inc. has made 8 purchases of ACIO, at an average price of $30.96, for a total of 1.59 Mil shares. In addition, there have been 6 sales at an average price of $31.73 for 749,459.00 shares. Based on historical transaction data and ACIO's current price of $41.85, First Heartland Consultants, Inc.'s estimated gain on his ACIO holdings is $9.72 Mil, reflecting a 19.77% gain to date.

First Heartland Consultants, Inc. ACIO ($41.85) Holding Chart

First Heartland Consultants, Inc. ACIO ($41.85) 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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