Kfg Wealth Management, LLC ETF Ser Solutions Aptus Define Transaction History
Kfg Wealth Management, LLC
- $385 Million
- Q4 2024
A detailed history of Kfg Wealth Management, LLC transactions in ETF Ser Solutions Aptus Define stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 1,246,554 shares of DRSK stock, worth $34.6 Million. This represents 8.88% of its overall portfolio holdings.
Number of Shares
1,246,554
Previous 732,085
70.27%
Holding current value
$34.6 Million
Previous $20.7 Million
65.04%
% of portfolio
8.88%
Previous 6.02%
Shares
2 transactions
Others Institutions Holding DRSK
# of Institutions
73Shares Held
34.5MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC7.81MShares$216 Million3.52% of portfolio
-
Integrated Wealth Concepts LLC3.48MShares$96.5 Million1.26% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL2.85MShares$79.1 Million0.11% of portfolio
-
Sugarloaf Wealth Management, LLC2.38MShares$66 Million13.6% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC2.32MShares$64.3 Million7.83% of portfolio