Bank Of Montreal ETF Ser Solutions Aptus Define Transaction History

Bank Of Montreal

$202 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 13, 2024	BUY	$26.97 - $28.55 $47,224 - $49,991	1,751 New	1,751 $49,000

Others Institutions Holding DRSK

# of Institutions

81

Shares Held

40.3M

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

$96.5 Million
1.26% of portfolio
Raymond James Financial Inc St. Petersburg, FL

3.04M
Shares

$84.4 Million
0.03% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

2.85M
Shares

$79.1 Million
0.11% of portfolio
Sugarloaf Wealth Management, LLC

2.38M
Shares

$66 Million
13.6% of portfolio

About ETF SER SOLUTIONS APTUS DEFINE

Ticker DRSK
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