Kfg Wealth Management, LLC ETF Ser Solutions Aptus Collar Transaction History
Kfg Wealth Management, LLC
- $390 Million
- Q1 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 1,373,229 shares of ACIO stock, worth $52.9 Million. This represents 13.57% of its overall portfolio holdings.
Number of Shares
1,373,229
Previous 1,265,420
8.52%
Holding current value
$52.9 Million
Previous $50.9 Million
4.02%
% of portfolio
13.57%
Previous 13.23%
Shares
3 transactions
Others Institutions Holding ACIO
# of Institutions
115Shares Held
53.8MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC12.8MShares$493 Million5.53% of portfolio
-
Integrated Wealth Concepts LLC5.41MShares$208 Million2.61% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.67MShares$180 Million0.07% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL4.1MShares$158 Million0.22% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC3.98MShares$153 Million13.28% of portfolio