United Advisor Group, LLC ACIO Holdings History
United Advisor Group, LLC's Aptus Collared Investment Opportunity ETF Holding Summary
As of 2025-03-31, United Advisor Group, LLC held 288,927.00 shares of Aptus Collared Investment Opportunity ETF(ACIO), totaling $11.18 Mil. This investment constitutes 2.29% of their stock portfolio, and United Advisor Group, LLC now holds 0.65% of the outstanding Aptus Collared Investment Opportunity ETF(ACIO) stock.
The initial trade took place in 2024Q1. And since then United Advisor Group, LLC has made 5 purchases of ACIO, at an average price of $36.53, for a total of 288,927.00 shares. Based on historical transaction data and ACIO's current price of $41.59, United Advisor Group, LLC's estimated gain on his ACIO holdings is $1.46 Mil, reflecting a 13.85% gain to date.
United Advisor Group, LLC ACIO ($41.59) Holding Chart
United Advisor Group, 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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