Axxcess Wealth Management, LLC ETF Ser Solutions Aptus Define Transaction History

Axxcess Wealth Management, LLC

$4.06 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Aug 11, 2022	SELL	$27.86 - $28.88 $193,153 - $200,225	-6,933 Closed	0 $0
Q4 2021 Aug 11, 2022	BUY	$28.64 - $30.23 $198,561 - $209,584	6,933 New	6,933 $200,000

Others Institutions Holding DRSK

# of Institutions

97

Shares Held

57M

Call Options Held

0

Put Options Held

0

Aptus Capital Advisors, LLC

13.2M
Shares

$389 Million
3.4% of portfolio
Integrated Wealth Concepts LLC

5.89M
Shares

$173 Million
1.83% of portfolio
Guardian Wealth Advisors, LLC Raleigh, NC

3.95M
Shares

$116 Million
8.56% of portfolio
Raymond James Financial Inc St. Petersburg, FL

3.35M
Shares

$98.4 Million
0.03% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

2.85M
Shares

$83.8 Million
0.11% of portfolio

About ETF SER SOLUTIONS APTUS DEFINE

Ticker DRSK
Sector ETFs
Industry ETFs

More about DRSK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Axxcess Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axxcess Wealth Management, LLC with notifications on news.