Collaborative Wealth Managment Inc. ETF Ser Solutions Aptus Define Transaction History
Collaborative Wealth Managment Inc.
- $214 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding DRSK
# of Institutions
85Shares Held
46.5MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC11.4MShares$321 Million3.53% of portfolio
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Integrated Wealth Concepts LLC4.25MShares$119 Million1.43% of portfolio
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Guardian Wealth Advisors, LLC Raleigh, NC3.56MShares$99.8 Million8.27% of portfolio
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Raymond James Financial Inc St. Petersburg, FL3.04MShares$85.3 Million0.03% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL2.85MShares$79.9 Million0.11% of portfolio