Core Wealth Advisors, Inc. ETF Ser Solutions Aptus Define Transaction History

Core Wealth Advisors, Inc.

$293 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 12, 2022	SELL	$25.92 - $27.88 $50,829 - $54,672	-1,961 Reduced 70.64%	815 $21,000
Q1 2022 May 16, 2022	BUY	$27.86 - $28.88 $77,339 - $80,170	2,776 New	2,776 $78,000

Others Institutions Holding DRSK

# of Institutions

54

Shares Held

18.8M

Call Options Held

0

Put Options Held

0

Aptus Capital Advisors, LLC

6.41M
Shares

$173 Million
3.45% of portfolio
Sugarloaf Wealth Management, LLC

2.28M
Shares

$61.5 Million
13.98% of portfolio
Guardian Wealth Advisors, LLC Raleigh, NC

2.04M
Shares

$54.9 Million
7.57% of portfolio
Second Line Capital, LLC Metairie, LA

1.04M
Shares

$27.9 Million
8.95% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.03M
Shares

$27.8 Million
0.04% of portfolio

About ETF SER SOLUTIONS APTUS DEFINE

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