Integrated Wealth Concepts LLC ETF Ser Solutions Aptus Collar Call Options Transaction History
Integrated Wealth Concepts LLC
- $8.03 Billion
- Q1 2025
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
115Shares Held
53.8MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC12.8MShares$515 Million5.53% of portfolio
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Raymond James Financial Inc St. Petersburg, FL4.67MShares$188 Million0.07% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL4.1MShares$165 Million0.22% of portfolio
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Guardian Wealth Advisors, LLC Raleigh, NC3.98MShares$160 Million13.28% of portfolio
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Brogan Financial, Inc. Knoxville, TN1.94MShares$77.8 Million36.39% of portfolio