Sugarloaf Wealth Management, LLC ETF Ser Solutions Aptus Define Call Options Transaction History
Sugarloaf Wealth Management, LLC
- $493 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DRSK
# of Institutions
69Shares Held
33.8MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC7.81MShares$216 Million3.52% of portfolio
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Integrated Wealth Concepts LLC3.48MShares$96.1 Million1.26% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL2.85MShares$78.7 Million0.11% of portfolio
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Brookstone Capital Management2.79MShares$77.1 Million1.31% of portfolio
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Guardian Wealth Advisors, LLC Raleigh, NC2.32MShares$64.1 Million7.83% of portfolio