Kfg Wealth Management, LLC ETF Ser Solutions Aptus Collar Transaction History
Kfg Wealth Management, LLC
- $434 Million
- Q2 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 1,473,987 shares of ACIO stock, worth $63.6 Million. This represents 14.05% of its overall portfolio holdings.
Number of Shares
1,473,987
Previous 1,373,229
7.34%
Holding current value
$63.6 Million
Previous $53 Million
15.21%
% of portfolio
14.05%
Previous 13.57%
Shares
4 transactions
Others Institutions Holding ACIO
# of Institutions
121Shares Held
59MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC14MShares$605 Million5.2% of portfolio
-
Integrated Wealth Concepts LLC6.67MShares$288 Million2.99% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.8MShares$207 Million0.07% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC4.27MShares$184 Million13.33% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL4.1MShares$177 Million0.22% of portfolio