Precision Wealth Strategies, LLC ETF Ser Solutions Aptus Drawnd Call Options Transaction History
Precision Wealth Strategies, LLC
- $87.6 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding ADME
# of Institutions
45Shares Held
5.22MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC2.04MShares$97.9 Million1.51% of portfolio
-
Foundations Investment Advisors, LLC616KShares$29.5 Million0.64% of portfolio
-
Second Line Capital, LLC Metairie, LA390KShares$18.7 Million4.91% of portfolio
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Envestnet Asset Management Inc365KShares$17.5 Million0.01% of portfolio
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Org Partners LLC Roanoke, IN266KShares$12.8 Million2.09% of portfolio