True Wealth Advisors, LLC ETF Ser Solutions Aptus Collar Call Options Transaction History
True Wealth Advisors, LLC
- $271 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 ACIO
# of Institutions
85Shares Held
39.1MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC9.99MShares$405 Million6.33% of portfolio
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Integrated Wealth Concepts LLC4.32MShares$175 Million2.19% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL4.1MShares$166 Million0.22% of portfolio
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Guardian Wealth Advisors, LLC Raleigh, NC2.84MShares$115 Million13.44% of portfolio
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Brogan Financial, Inc. Knoxville, TN1.94MShares$78.4 Million43.81% of portfolio