Kfg Wealth Management, LLC ETF Ser Solutions Aptus Collar Transaction History
Kfg Wealth Management, LLC
- $472 Million
- Q3 2025
A detailed history of Kfg Wealth Management, LLC transactions in ETF Ser Solutions Aptus Collar stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 1,638,109 shares of ACIO stock, worth $71.4 Million. This represents 15.06% of its overall portfolio holdings.
Number of Shares
1,638,109
Previous 1,473,987
11.13%
Holding current value
$71.4 Million
Previous $61 Million
16.58%
% of portfolio
15.06%
Previous 14.05%
Shares
5 transactions
Others Institutions Holding ACIO
# of Institutions
129Shares Held
61.1MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC13.8MShares$601 Million4.71% of portfolio
-
Integrated Wealth Concepts LLC7.34MShares$320 Million3.14% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC4.37MShares$190 Million13.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL4.1MShares$179 Million0.22% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.22MShares$140 Million0.22% of portfolio