Guardian Wealth Advisors, LLC ETF Ser Solutions Aptus Collar Put Options Transaction History
Guardian Wealth Advisors, LLC
- $717 Million
- Q1 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding ACIO
# of Institutions
64Shares Held
23.6MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC8.12MShares$306 Million5.91% of portfolio
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Brogan Financial, Inc. Knoxville, TN1.86MShares$70 Million44.28% of portfolio
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Integrated Wealth Concepts LLC1.35MShares$50.6 Million0.72% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.13MShares$42.4 Million0.06% of portfolio
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Sugarloaf Wealth Management, LLC1.04MShares$39.1 Million8.62% of portfolio