Second Half Financial Partners, LLC ACIO Holdings History
Second Half Financial Partners, LLC's Aptus Collared Investment Opportunity ETF Holding Summary
As of 2025-03-31, Second Half Financial Partners, LLC held 76,699.00 shares of Aptus Collared Investment Opportunity ETF(ACIO), totaling $2.97 Mil. This investment constitutes 1.47% of their stock portfolio, and Second Half Financial Partners, LLC now holds 0.17% of the outstanding Aptus Collared Investment Opportunity ETF(ACIO) stock.
The initial trade took place in 2024Q3. And since then Second Half Financial Partners, LLC has made 1 purchases of ACIO, at an average price of $38.54, for a total of 77,625.00 shares. In addition, there have been 2 sales at an average price of $40.38 for 926.00 shares. Based on historical transaction data and ACIO's current price of $41.58, Second Half Financial Partners, LLC's estimated gain on his ACIO holdings is $234,869.22, reflecting a 7.85% gain to date.
Second Half Financial Partners, LLC ACIO ($41.58) Holding Chart
Second Half Financial Partners, LLC ACIO ($41.58) 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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