Integrated Wealth Concepts LLC ETF Ser Solutions Aptus Collar Call Options Transaction History
Integrated Wealth Concepts LLC
- $7.02 Billion
- Q2 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
78Shares Held
34.5MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC8.69MShares$343 Million6.25% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL4.1MShares$162 Million0.22% of portfolio
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Guardian Wealth Advisors, LLC Raleigh, NC2.71MShares$107 Million13.52% of portfolio
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Brogan Financial, Inc. Knoxville, TN1.89MShares$74.6 Million44.78% of portfolio
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Sugarloaf Wealth Management, LLC1.09MShares$43.2 Million8.82% of portfolio