Jacobi Capital Management LLC ETF Ser Solutions Aptus Collar Transaction History
Jacobi Capital Management LLC
- $1.29 Billion
- Q3 2024
Shares
4 transactions
Others Institutions Holding ACIO
# of Institutions
84Shares Held
39MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC9.99MShares$402 Million6.33% of portfolio
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Integrated Wealth Concepts LLC4.32MShares$174 Million2.19% 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, NC2.84MShares$114 Million13.44% of portfolio
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Brogan Financial, Inc. Knoxville, TN1.94MShares$78 Million43.81% of portfolio