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

Core Wealth Advisors, Inc.

$301 Million
Q4 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

85

Shares Held

46.6M

Call Options Held

0

Put Options Held

0

Aptus Capital Advisors, LLC

11.4M
Shares

$319 Million
3.53% of portfolio
Integrated Wealth Concepts LLC

4.25M
Shares

$118 Million
1.43% of portfolio
Guardian Wealth Advisors, LLC Raleigh, NC

3.56M
Shares

$99.1 Million
8.27% of portfolio
Raymond James Financial Inc St. Petersburg, FL

3.04M
Shares

$84.7 Million
0.03% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

2.85M
Shares

$79.3 Million
0.11% of portfolio

About ETF SER SOLUTIONS APTUS DEFINE

Ticker DRSK
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