Naviter Wealth, LLC ACIO Holdings History
Naviter Wealth, LLC's Aptus Collared Investment Opportunity ETF Holding Summary
As of 2025-03-31, Naviter Wealth, LLC held 358,884.00 shares of Aptus Collared Investment Opportunity ETF(ACIO), totaling $13.86 Mil. This investment constitutes 1.68% of their stock portfolio, and Naviter Wealth, LLC now holds 0.81% of the outstanding Aptus Collared Investment Opportunity ETF(ACIO) stock.
The initial trade took place in 2024Q3. And since then Naviter Wealth, LLC has made 2 purchases of ACIO, at an average price of $38.64, for a total of 362,112.00 shares. In addition, there have been 1 sales at an average price of $40.50 for 3,228.00 shares. Based on historical transaction data and ACIO's current price of $40.91, Naviter Wealth, LLC's estimated gain on his ACIO holdings is $819,015.70, reflecting a 5.85% gain to date.
Naviter Wealth, LLC ACIO ($40.91) Holding Chart
Naviter Wealth, LLC ACIO ($40.91) 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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