Sugarloaf Wealth Management, LLC ACIO Holdings History
Sugarloaf Wealth Management, LLC's Aptus Collared Investment Opportunity ETF Holding Summary
As of 2024-12-31, Sugarloaf Wealth Management, LLC held 1.12 Mil shares of Aptus Collared Investment Opportunity ETF(ACIO), totaling $44.95 Mil. This investment constitutes 8.5% of their stock portfolio, and Sugarloaf Wealth Management, LLC now holds 2.79% of the outstanding Aptus Collared Investment Opportunity ETF(ACIO) stock.
The initial trade took place in 2021Q3. And since then Sugarloaf Wealth Management, LLC has made 12 purchases of ACIO, at an average price of $31.02, for a total of 1.87 Mil shares. In addition, there have been 2 sales at an average price of $31.25 for 748,706.00 shares. Based on historical transaction data and ACIO's current price of $41.59, Sugarloaf Wealth Management, LLC's estimated gain on his ACIO holdings is $11.99 Mil, reflecting a 20.71% gain to date.
Sugarloaf Wealth Management, LLC ACIO ($41.59) Holding Chart
Sugarloaf Wealth Management, 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 % | |||
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