MBL Wealth, LLC ACIO Holdings History
MBL Wealth, LLC's Aptus Collared Investment Opportunity ETF Holding Summary
As of 2025-06-30, MBL Wealth, LLC held 137,937.00 shares of Aptus Collared Investment Opportunity ETF(ACIO), totaling $5.71 Mil. This investment constitutes 0.55% of their stock portfolio, and MBL Wealth, LLC now holds 0.29% of the outstanding Aptus Collared Investment Opportunity ETF(ACIO) stock.
The initial trade took place in 2025Q2. And since then MBL Wealth, LLC has made 1 purchases of ACIO, at an average price of $39.31, for a total of 137,937.00 shares. Based on historical transaction data and ACIO's current price of $41.85, MBL Wealth, LLC's estimated gain on his ACIO holdings is $350,359.98, reflecting a 6.46% gain to date.
MBL Wealth, LLC ACIO ($41.85) Holding Chart
MBL Wealth, LLC 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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