Purchases and Sales Made in Q4 2024 in ETF Ser Solutions Aptus Define (DRSK)
This table provides information about the institutional ownership of ETF Ser Solutions Aptus Define (DRSK) during Q4 2024. The information is specifically focused on institutions that hold shares of ETF SER SOLUTIONS APTUS DEFINE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.04MNew |
$83.5M - $86.6M
|
3.04M
$84.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
514K+ 70.27% |
$14.1M - $14.6M
|
1.25M
$34.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
BUY
|
- |
447K+ 46.96% |
$12.3M - $12.7M
|
1.4M
$38.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
405KNew |
$11.1M - $11.5M
|
405K
$11.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
175K+ 139.42% |
$4.79M - $4.96M
|
300K
$8.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
122K+ 32.86% |
$3.36M - $3.48M
|
495K
$13.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
BUY
|
- |
96KNew |
$2.63M - $2.73M
|
96K
$2.67M
|
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
86.9KNew |
$2.38M - $2.47M
|
86.9K
$2.42M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
43.3K+ 17.54% |
$1.19M - $1.23M
|
290K
$8.06M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
40.8K+ 1.74% |
$1.12M - $1.16M
|
2.38M
$66.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
38.6KNew |
$1.06M - $1.1M
|
38.6K
$1.07M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
37K+ 4.17% |
$1.01M - $1.05M
|
924K
$25.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
36.2K+ 44.44% |
$992K - $1.03M
|
118K
$3.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
32.1K+ 35.87% |
$880K - $912K
|
122K
$3.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
22.9K+ 25.6% |
$628K - $651K
|
112K
$3.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
21.3K+ 94.72% |
$585K - $607K
|
43.9K
$1.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
13KNew |
$355K - $368K
|
13K
$360K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.24K+ 2.62% |
$171K - $177K
|
245K
$6.8M
|
|
|
Jan 29, 2025
Q4 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
5.5K+ 4.01% |
$151K - $156K
|
143K
$3.97M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
4.17K+ 6.55% |
$114K - $119K
|
67.9K
$1.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
3.07K+ 37.67% |
$84.2K - $87.3K
|
11.2K
$312K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.94K+ 3.49% |
$53.1K - $55K
|
57.3K
$1.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
427+ 0.4% |
$11.7K - $12.1K
|
108K
$3M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
234New |
$6.42K - $6.65K
|
234
$6.51K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
182+ 4.76% |
$4.99K - $5.18K
|
4.01K
$111K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
13+ 1.12% |
$357 - $370
|
1.17K
$32.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-77- 0.49% |
$2.11K - $2.19K
|
15.7K
$438K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-255- 32.32% |
$6.99K - $7.25K
|
534
$14.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-4.26K- 14.05% |
$117K - $121K
|
26.1K
$725K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-23.9K- 60.15% |
$654K - $678K
|
15.8K
$439K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.22M- 43.62% |
$33.4M - $34.6M
|
1.57M
$43.8M
|