Fiduciary Planning LLC ETF Ser Solutions Aptus Drawnd Transaction History
Fiduciary Planning LLC
- $220 Million
- Q3 2024
Shares
10 transactions
Others Institutions Holding ADME
# of Institutions
45Shares Held
5.22MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC2.04MShares$98.1 Million1.51% of portfolio
-
Foundations Investment Advisors, LLC616KShares$29.6 Million0.64% of portfolio
-
Second Line Capital, LLC Metairie, LA390KShares$18.7 Million4.91% of portfolio
-
Envestnet Asset Management Inc365KShares$17.5 Million0.01% of portfolio
-
Org Partners LLC Roanoke, IN266KShares$12.8 Million2.09% of portfolio