Lord & Richards Wealth Management, LLC ACIO Holdings History
Lord & Richards Wealth Management, LLC's Aptus Collared Investment Opportunity ETF Holding Summary
As of 2025-03-31, Lord & Richards Wealth Management, LLC held 201,084.00 shares of Aptus Collared Investment Opportunity ETF(ACIO), totaling $7.78 Mil. This investment constitutes 8.82% of their stock portfolio, and Lord & Richards Wealth Management, LLC now holds 0.44% of the outstanding Aptus Collared Investment Opportunity ETF(ACIO) stock.
The initial trade took place in 2024Q4. And since then Lord & Richards Wealth Management, LLC has made 1 purchases of ACIO, at an average price of $40.32, for a total of 201,084.00 shares. Based on historical transaction data and ACIO's current price of $41.63, Lord & Richards Wealth Management, LLC's estimated gain on his ACIO holdings is $263,396.10, reflecting a 3.25% gain to date.
Lord & Richards Wealth Management, LLC ACIO ($41.63) Holding Chart
Lord & Richards Wealth Management, LLC ACIO ($41.63) 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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