Kfg Wealth Management, LLC ETF Ser Solutions Aptus Collar Transaction History
Kfg Wealth Management, LLC
- $344 Million
- Q3 2024
A detailed history of Kfg Wealth Management, LLC transactions in ETF Ser Solutions Aptus Collar stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 930,120 shares of ACIO stock, worth $37.9 Million. This represents 10.74% of its overall portfolio holdings.
Number of Shares
930,120Holding current value
$37.9 Million% of portfolio
10.74%Shares
1 transactions
Others Institutions Holding ACIO
# of Institutions
84Shares Held
39MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC9.99MShares$407 Million6.33% of portfolio
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Integrated Wealth Concepts LLC4.32MShares$176 Million2.19% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL4.1MShares$167 Million0.22% of portfolio
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Guardian Wealth Advisors, LLC Raleigh, NC2.84MShares$115 Million13.44% of portfolio
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Brogan Financial, Inc. Knoxville, TN1.94MShares$78.8 Million43.81% of portfolio