Legacy Capital Wealth Partners, LLC ACIO Holdings History
Legacy Capital Wealth Partners, LLC's Aptus Collared Investment Opportunity ETF Holding Summary
As of 2025-03-31, Legacy Capital Wealth Partners, LLC held 62,735.00 shares of Aptus Collared Investment Opportunity ETF(ACIO), totaling $2.43 Mil. This investment constitutes 0.6% of their stock portfolio, and Legacy Capital Wealth Partners, LLC now holds 0.14% of the outstanding Aptus Collared Investment Opportunity ETF(ACIO) stock.
The initial trade took place in 2024Q3. And since then Legacy Capital Wealth Partners, LLC has made 3 purchases of ACIO, at an average price of $40.04, for a total of 62,735.00 shares. Based on historical transaction data and ACIO's current price of $41.59, Legacy Capital Wealth Partners, LLC's estimated gain on his ACIO holdings is $97,325.57, reflecting a 3.87% gain to date.
Legacy Capital Wealth Partners, LLC ACIO ($41.59) Holding Chart
Legacy Capital Wealth Partners, 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
