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

70

Shares Held

33.8M

Call Options Held

0

Put Options Held

0

Aptus Capital Advisors, LLC

7.81M
Shares

$219 Million
3.52% of portfolio
Integrated Wealth Concepts LLC

3.48M
Shares

$97.4 Million
1.26% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

2.85M
Shares

$79.8 Million
0.11% of portfolio
Brookstone Capital Management

2.79M
Shares

$78.1 Million
1.31% of portfolio
Sugarloaf Wealth Management, LLC

2.34M
Shares

$65.5 Million
13.42% of portfolio

About ETF SER SOLUTIONS APTUS DEFINE

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