Ever Source Wealth Advisors, LLC ETF Ser Solutions Aptus Collar Call Options Transaction History
Ever Source Wealth Advisors, LLC
- $2.2 Billion
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding ACIO
# of Institutions
123Shares Held
60.3MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC14MShares$620 Million5.2% of portfolio
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Integrated Wealth Concepts LLC6.67MShares$295 Million2.99% of portfolio
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Raymond James Financial Inc St. Petersburg, FL4.8MShares$212 Million0.07% of portfolio
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Guardian Wealth Advisors, LLC Raleigh, NC4.27MShares$189 Million13.33% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL4.1MShares$181 Million0.22% of portfolio