Collaborative Wealth Managment Inc. ETF Ser Solutions Aptus Define Transaction History

Collaborative Wealth Managment Inc.

$214 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	$25.92 - $27.88 $276,384 - $297,284	-10,663 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$28.64 - $30.23 $305,388 - $322,342	10,663 New	10,663 $308,000

Others Institutions Holding DRSK

# of Institutions

85

Shares Held

46.6M

Call Options Held

0

Put Options Held

0

Aptus Capital Advisors, LLC

11.4M
Shares

$321 Million
3.53% of portfolio
Integrated Wealth Concepts LLC

4.25M
Shares

$119 Million
1.43% of portfolio
Guardian Wealth Advisors, LLC Raleigh, NC

3.56M
Shares

$99.9 Million
8.27% of portfolio
Raymond James Financial Inc St. Petersburg, FL

3.04M
Shares

$85.4 Million
0.03% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

2.85M
Shares

$80 Million
0.11% of portfolio

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