Uniting Wealth Partners, LLC ACIO Holdings History
Uniting Wealth Partners, LLC's Aptus Collared Investment Opportunity ETF Holding Summary
As of 2025-03-31, Uniting Wealth Partners, LLC held 167,871.00 shares of Aptus Collared Investment Opportunity ETF(ACIO), totaling $6.49 Mil. This investment constitutes 3.25% of their stock portfolio, and Uniting Wealth Partners, LLC now holds 0.38% of the outstanding Aptus Collared Investment Opportunity ETF(ACIO) stock.
The initial trade took place in 2025Q1. And since then Uniting Wealth Partners, LLC has made 1 purchases of ACIO, at an average price of $40.20, for a total of 167,871.00 shares. Based on historical transaction data and ACIO's current price of $40.68, Uniting Wealth Partners, LLC's estimated gain on his ACIO holdings is $80,578.08, reflecting a 1.19% gain to date.
Uniting Wealth Partners, LLC ACIO ($40.68) Holding Chart
Uniting Wealth Partners, LLC ACIO ($40.68) 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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