Kfg Wealth Management, LLC ETF Ser Solutions Aptus Collar Call Options Transaction History
Kfg Wealth Management, LLC
- $434 Million
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding ACIO
# of Institutions
121Shares Held
59MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC14MShares$605 Million5.2% of portfolio
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Integrated Wealth Concepts LLC6.67MShares$288 Million2.99% of portfolio
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Raymond James Financial Inc St. Petersburg, FL4.8MShares$207 Million0.07% of portfolio
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Guardian Wealth Advisors, LLC Raleigh, NC4.27MShares$184 Million13.33% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL4.1MShares$177 Million0.22% of portfolio