Wealth Plan Partners, LLC ETF Ser Solutions Aptus Define Transaction History

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 31, 2023	BUY	$24.7 - $26.11 $5,458 - $5,770	221 Added 9.86%	2,463 $61.2 Million
Q1 2023 May 10, 2023	SELL	$25.32 - $26.32 $325,387 - $338,238	-12,851 Reduced 85.15%	2,242 $58.2 Million
Q4 2022 Feb 16, 2023	SELL	$25.0 - $26.28 $8.19 Million - $8.61 Million	-327,732 Reduced 95.6%	15,093 $390 Million
Q1 2022 May 03, 2022	SELL	$27.86 - $28.88 $13.4 Million - $13.9 Million	-482,310 Reduced 58.45%	342,825 $9.26 Million
Q4 2021 Feb 01, 2022	BUY	$28.64 - $30.23 $588,351 - $621,014	20,543 Added 2.55%	825,135 $23.4 Million
Q3 2021 Dec 09, 2021	BUY	$28.63 - $30.06 $1.51 Million - $1.58 Million	52,572 Added 6.99%	804,592 $23 Million
Q2 2021 Aug 19, 2021	SELL	$29.26 - $29.76 $123,243 - $125,349	-4,212 Reduced 0.56%	752,020 $22.3 Million
Q1 2021 May 11, 2021	BUY	$29.18 - $29.94 $1.05 Million - $1.08 Million	35,988 Added 5.0%	756,232 $22.3 Million
Q4 2020 Feb 09, 2021	BUY	$29.26 - $30.97 $1.48 Million - $1.57 Million	50,609 Added 7.56%	720,244 $21.3 Million
Q3 2020 Dec 18, 2020	BUY	$30.29 - $31.72 $101,804 - $106,610	3,361 Added 0.5%	669,635 $20.6 Million
Q2 2020 Aug 19, 2020	BUY	$27.72 - $30.39 $18.5 Million - $20.2 Million	666,274 New	666,274 $20.5 Million

Others Institutions Holding DRSK

# of Institutions

69

Shares Held

33.8M

Call Options Held

0

Put Options Held

0

Aptus Capital Advisors, LLC

7.81M
Shares

$216 Million
3.52% of portfolio
Integrated Wealth Concepts LLC

3.48M
Shares

$96.1 Million
1.26% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

2.85M
Shares

$78.7 Million
0.11% of portfolio
Brookstone Capital Management

2.79M
Shares

$77.1 Million
1.31% of portfolio
Sugarloaf Wealth Management, LLC

2.34M
Shares

$64.6 Million
13.42% of portfolio

About ETF SER SOLUTIONS APTUS DEFINE

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