Axim Planning & Wealth ETF Ser Solutions Aptus Collar Call Options Transaction History
Axim Planning & Wealth
- $123 Million
- Q1 2024
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
64Shares Held
23.9MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC8.12MShares$308 Million5.91% of portfolio
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Guardian Wealth Advisors, LLC Raleigh, NC2.62MShares$99.6 Million13.2% of portfolio
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Brogan Financial, Inc. Knoxville, TN1.86MShares$70.6 Million44.28% of portfolio
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Integrated Wealth Concepts LLC1.35MShares$51.1 Million0.72% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.13MShares$42.7 Million0.06% of portfolio