Capasso Planning Partners LLC ETF Ser Solutions Aptus Define Transaction History
Capasso Planning Partners LLC
- $330 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding DRSK
# of Institutions
70Shares Held
33.8MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC7.81MShares$219 Million3.52% of portfolio
-
Integrated Wealth Concepts LLC3.48MShares$97.5 Million1.26% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL2.85MShares$79.9 Million0.11% of portfolio
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Brookstone Capital Management2.79MShares$78.2 Million1.31% of portfolio
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Sugarloaf Wealth Management, LLC2.34MShares$65.6 Million13.42% of portfolio