Collaborative Wealth Managment Inc. ETF Ser Solutions Aptus Drawnd Transaction History
Collaborative Wealth Managment Inc.
- $214 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding ADME
# of Institutions
52Shares Held
6.11MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC2.66MShares$121 Million1.4% of portfolio
-
Envestnet Asset Management Inc408KShares$18.6 Million0.01% of portfolio
-
Second Line Capital, LLC Metairie, LA399KShares$18.2 Million5.02% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC373KShares$17 Million1.48% of portfolio
-
Org Partners LLC Roanoke, IN275KShares$12.5 Million1.87% of portfolio