Integrated Wealth Concepts LLC ACIO Holdings History
Integrated Wealth Concepts LLC's Aptus Collared Investment Opportunity ETF Holding Summary
As of 2025-03-31, Integrated Wealth Concepts LLC held 5.41 Mil shares of Aptus Collared Investment Opportunity ETF(ACIO), totaling $209.37 Mil. This investment constitutes 2.44% of their stock portfolio, and Integrated Wealth Concepts LLC now holds 11.83% of the outstanding Aptus Collared Investment Opportunity ETF(ACIO) stock.
The initial trade took place in 2023Q3. And since then Integrated Wealth Concepts LLC has made 7 purchases of ACIO, at an average price of $36.68, for a total of 5.41 Mil shares. Based on historical transaction data and ACIO's current price of $41.59, Integrated Wealth Concepts LLC's estimated gain on his ACIO holdings is $26.57 Mil, reflecting a 13.39% gain to date.
Integrated Wealth Concepts LLC ACIO ($41.59) Holding Chart
Integrated Wealth Concepts LLC ACIO ($41.59) 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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