Sunburst Financial Group, LLC ACIO Holdings History
Sunburst Financial Group, LLC's Aptus Collared Investment Opportunity ETF Holding Summary
As of 2025-03-31, Sunburst Financial Group, LLC held 859,881.00 shares of Aptus Collared Investment Opportunity ETF(ACIO), totaling $33.27 Mil. This investment constitutes 8.17% of their stock portfolio, and Sunburst Financial Group, LLC now holds 1.88% of the outstanding Aptus Collared Investment Opportunity ETF(ACIO) stock.
The initial trade took place in 2024Q1. And since then Sunburst Financial Group, LLC has made 5 purchases of ACIO, at an average price of $36.90, for a total of 859,881.00 shares. Based on historical transaction data and ACIO's current price of $41.22, Sunburst Financial Group, LLC's estimated gain on his ACIO holdings is $3.72 Mil, reflecting a 11.71% gain to date.
Sunburst Financial Group, LLC ACIO ($41.22) Holding Chart
Sunburst Financial Group, LLC ACIO ($41.22) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
