Ifp Advisors, Inc ETF Ser Solutions Aptus Define Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

Shares

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 09, 2024	SELL	$22.7 - $25.39 $976 - $1,091	-43 Reduced 2.25%	1,864 $46,000
Q3 2023 Oct 12, 2023	SELL	$23.24 - $25.38 $149,038 - $162,761	-6,413 Reduced 77.08%	1,907 $44,000
Q2 2023 Aug 04, 2023	SELL	$24.7 - $26.11 $3,581 - $3,785	-145 Reduced 1.71%	8,320 $206,000
Q1 2023 Apr 18, 2023	SELL	$25.32 - $26.32 $646,115 - $671,633	-25,518 Reduced 75.09%	8,465 $219,000
Q4 2022 Feb 07, 2023	SELL	$25.0 - $26.28 $183,550 - $192,947	-7,342 Reduced 17.77%	33,983 $852,000
Q3 2022 Nov 08, 2022	BUY	$25.33 - $27.42 $8,586 - $9,295	339 Added 0.83%	41,325 $1.04 Million
Q2 2022 Sep 06, 2022	BUY	$25.92 - $27.88 $1.06 Million - $1.14 Million	40,986 New	40,986 $1.03 Million
Q2 2022 Aug 12, 2022	SELL	$25.92 - $27.88 $1.06 Million - $1.14 Million	-40,986 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$27.86 - $28.88 $957,966 - $993,038	34,385 Added 520.91%	40,986 $1.15 Million
Q1 2022 Aug 08, 2022	BUY	$27.86 - $28.88 $1,197 - $1,241	43 Added 0.66%	6,601 $184,000
Q4 2021 Jan 12, 2022	BUY	$28.64 - $30.23 $4,152 - $4,383	145 Added 2.26%	6,558 $189,000
Q2 2021 Jul 13, 2021	BUY	$29.26 - $29.76 $187,644 - $190,850	6,413 New	6,413 $190,000
Q1 2021 Apr 30, 2021	SELL	$29.18 - $29.94 $344,382 - $353,351	-11,802 Closed	0 $0
Q4 2020 Jan 25, 2021	SELL	$29.26 - $30.97 $61,504 - $65,098	-2,102 Reduced 15.12%	11,802 $347,000
Q3 2020 Oct 29, 2020	BUY	$30.29 - $31.72 $421,152 - $441,034	13,904 New	13,904 $430,000
Q2 2020 Aug 05, 2020	SELL	$27.72 - $30.39 $22,619 - $24,798	-816 Closed	0 $0
Q1 2020 May 12, 2020	BUY	$26.69 - $29.15 $18,069 - $19,734	677 Added 487.05%	816 $23,000
Q3 2019 Nov 07, 2019	BUY	$27.25 - $28.03 $3,787 - $3,896	139 New	139 $4,000

Others Institutions Holding DRSK

# of Institutions

61

Shares Held

25.1M

Call Options Held

0

Put Options Held

0

Aptus Capital Advisors, LLC

6.77M
Shares

$192 Million
3.5% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

2.68M
Shares

$75.8 Million
0.1% of portfolio
Sugarloaf Wealth Management, LLC

2.31M
Shares

$65.4 Million
13.56% of portfolio
Guardian Wealth Advisors, LLC Raleigh, NC

2.15M
Shares

$60.9 Million
7.7% of portfolio
Integrated Wealth Concepts LLC

2.04M
Shares

$57.8 Million
0.78% of portfolio

About ETF SER SOLUTIONS APTUS DEFINE

Ticker DRSK
Sector ETFs
Industry ETFs

More about DRSK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ifp Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Ifp Advisors, Inc with notifications on news.