Compass Ion Advisors, LLC ETF Ser Solutions Aptus Define Transaction History
Compass Ion Advisors, LLC
- $660 Million
- Q2 2024
A detailed history of Compass Ion Advisors, LLC transactions in ETF Ser Solutions Aptus Define stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 616,090 shares of DRSK stock, worth $17.5 Million. This represents 2.52% of its overall portfolio holdings.
Number of Shares
616,090
Previous 612,247
0.63%
Holding current value
$17.5 Million
Previous $16.3 Million
2.02%
% of portfolio
2.52%
Previous 2.47%
Shares
9 transactions
Others Institutions Holding DRSK
# of Institutions
61Shares Held
25.1MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC6.77MShares$192 Million3.5% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL2.68MShares$75.8 Million0.1% of portfolio
-
Sugarloaf Wealth Management, LLC2.31MShares$65.4 Million13.56% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC2.15MShares$60.9 Million7.7% of portfolio
-
Integrated Wealth Concepts LLC2.04MShares$57.8 Million0.78% of portfolio