Comprehensive Wealth Management, LLC American Centy ETF Tr Diversif Call Options Transaction History

Comprehensive Wealth Management, LLC

$128 Million
Q3 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding KORP

# of Institutions

81

Shares Held

14.7M

Call Options Held

0

Put Options Held

0

Srs Capital Advisors, Inc. Denver, CO

3.22M
Shares

$152 Million
1.78% of portfolio
Envestnet Asset Management Inc

1.58M
Shares

$74.5 Million
0.02% of portfolio
American Century Companies Inc Kansas City, MO

1.19M
Shares

$56 Million
0.03% of portfolio
Morgan Stanley New York, NY

1.14M
Shares

$53.8 Million
0.0% of portfolio
Atria Investments LLC Charlotte, NC

985K
Shares

$46.6 Million
0.58% of portfolio

About AMERICAN CENTY ETF TR DIVERSIF

Ticker KORP
Sector ETFs
Industry ETFs

More about KORP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Comprehensive Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Comprehensive Wealth Management, LLC with notifications on news.