Capasso Planning Partners LLC ETF Ser Solutions Aptus Define Transaction History

Capasso Planning Partners LLC

$170 Million
Q2 2025

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

93

Shares Held

55.6M

Call Options Held

0

Put Options Held

0

Aptus Capital Advisors, LLC

13.2M
Shares

$381 Million
3.4% of portfolio
Integrated Wealth Concepts LLC

5.89M
Shares

$170 Million
1.83% of portfolio
Guardian Wealth Advisors, LLC Raleigh, NC

3.95M
Shares

$114 Million
8.56% of portfolio
Raymond James Financial Inc St. Petersburg, FL

3.35M
Shares

$96.5 Million
0.03% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

2.85M
Shares

$82.2 Million
0.11% of portfolio

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