Kfg Wealth Management, LLC ETF Ser Solutions Aptus Collar Transaction History
Kfg Wealth Management, LLC
- $385 Million
- Q4 2024
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 1,265,420 shares of ACIO stock, worth $51.5 Million. This represents 13.23% of its overall portfolio holdings.
Number of Shares
1,265,420
Previous 930,120
36.05%
Holding current value
$51.5 Million
Previous $37 Million
37.76%
% of portfolio
13.23%
Previous 10.74%
Shares
2 transactions
Others Institutions Holding ACIO
# of Institutions
102Shares Held
51.2MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC12.9MShares$523 Million5.81% of portfolio
-
Integrated Wealth Concepts LLC5.28MShares$215 Million2.61% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.37MShares$178 Million0.07% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL4.1MShares$167 Million0.22% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC3.9MShares$159 Million13.28% of portfolio