Integrated Wealth Concepts LLC ETF Ser Solutions Aptus Define Call Options Transaction History
Integrated Wealth Concepts LLC
- $7.83 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DRSK
# of Institutions
70Shares Held
33MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC7.81MShares$214 Million3.52% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL2.85MShares$78.3 Million0.11% of portfolio
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Sugarloaf Wealth Management, LLC2.38MShares$65.3 Million13.6% of portfolio
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Guardian Wealth Advisors, LLC Raleigh, NC2.32MShares$63.7 Million7.83% of portfolio
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Brookstone Capital Management1.57MShares$43.2 Million0.72% of portfolio