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 $52.2 Million. This represents 13.23% of its overall portfolio holdings.
Number of Shares
1,265,420
Previous 930,120
36.05%
Holding current value
$52.2 Million
Previous $37 Million
37.76%
% of portfolio
13.23%
Previous 10.74%
Shares
2 transactions
Others Institutions Holding ACIO
# of Institutions
88Shares Held
39.8MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC9.99MShares$412 Million6.33% of portfolio
-
Integrated Wealth Concepts LLC4.32MShares$178 Million2.19% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL4.1MShares$169 Million0.22% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC2.84MShares$117 Million13.44% of portfolio
-
Brogan Financial, Inc. Knoxville, TN1.94MShares$79.9 Million43.81% of portfolio