Capasso Planning Partners LLC ETF Ser Solutions Aptus Define Transaction History

Capasso Planning Partners LLC

$330 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 11, 2022	SELL	$25.92 - $27.88 $986,022 - $1.06 Million	-38,041 Closed	0 $0
Q4 2021 Feb 17, 2022	BUY	$28.64 - $30.23 $1.09 Million - $1.15 Million	38,041 New	38,041 $1.1 Million

Others Institutions Holding DRSK

# of Institutions

70

Shares Held

33.5M

Call Options Held

0

Put Options Held

0

Aptus Capital Advisors, LLC

7.81M
Shares

$217 Million
3.52% of portfolio
Integrated Wealth Concepts LLC

3.48M
Shares

$96.6 Million
1.26% 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

$66.1 Million
13.6% of portfolio
Guardian Wealth Advisors, LLC Raleigh, NC

2.32M
Shares

$64.4 Million
7.83% 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 Capasso Planning Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capasso Planning Partners LLC with notifications on news.