Kfg Wealth Management, LLC ETF Ser Solutions Aptus Collar Call Options Transaction History
Kfg Wealth Management, LLC
- $344 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
---|
Others Institutions Holding ACIO
# of Institutions
85Shares Held
39.1MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC9.99MShares$410 Million6.33% of portfolio
-
Integrated Wealth Concepts LLC4.32MShares$177 Million2.19% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL4.1MShares$168 Million0.22% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC2.84MShares$116 Million13.44% of portfolio
-
Brogan Financial, Inc. Knoxville, TN1.94MShares$79.4 Million43.81% of portfolio