Sugarloaf Wealth Management, LLC ETF Ser Solutions Aptus Collar 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

No transaction found.

Others Institutions Holding ACIO

# of Institutions

78

Shares Held

34.5M

Call Options Held

0

Put Options Held

0

Aptus Capital Advisors, LLC

8.69M
Shares

$343 Million
6.25% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

4.1M
Shares

$162 Million
0.22% of portfolio
Integrated Wealth Concepts LLC

2.92M
Shares

$115 Million
1.56% of portfolio
Guardian Wealth Advisors, LLC Raleigh, NC

2.71M
Shares

$107 Million
13.52% of portfolio
Brogan Financial, Inc. Knoxville, TN

1.89M
Shares

$74.6 Million
44.78% of portfolio

About ETF SER SOLUTIONS APTUS COLLAR

Ticker ACIO
Sector ETFs
Industry ETFs

More about ACIO

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