Compass Ion Advisors, LLC ETF Ser Solutions Aptus Define Transaction History
Compass Ion Advisors, LLC
- $660 Million
- Q1 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 612,247 shares of DRSK stock, worth $16.5 Million. This represents 2.47% of its overall portfolio holdings.
Number of Shares
612,247
Previous 630,006
2.82%
Holding current value
$16.5 Million
Previous $15.9 Million
2.81%
% of portfolio
2.47%
Previous 2.54%
Shares
8 transactions
Others Institutions Holding DRSK
# of Institutions
54Shares Held
18.8MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC6.41MShares$173 Million3.45% of portfolio
-
Sugarloaf Wealth Management, LLC2.28MShares$61.7 Million13.98% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC2.04MShares$55 Million7.57% of portfolio
-
Second Line Capital, LLC Metairie, LA1.04MShares$28 Million8.95% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.03MShares$27.8 Million0.04% of portfolio