Integrated Wealth Concepts LLC ETF Ser Solutions Aptus Define Transaction History
Integrated Wealth Concepts LLC
- $7.02 Billion
- Q2 2024
A detailed history of Integrated Wealth Concepts LLC transactions in ETF Ser Solutions Aptus Define stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 2,038,464 shares of DRSK stock, worth $57.8 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
2,038,464
Previous 609,642
234.37%
Holding current value
$57.8 Million
Previous $16.3 Million
239.01%
% of portfolio
0.78%
Previous 0.24%
Shares
3 transactions
Others Institutions Holding DRSK
# of Institutions
61Shares Held
25.1MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC6.77MShares$192 Million3.5% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL2.68MShares$75.8 Million0.1% of portfolio
-
Sugarloaf Wealth Management, LLC2.31MShares$65.4 Million13.56% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC2.15MShares$60.9 Million7.7% of portfolio
-
Envestnet Asset Management Inc1.13MShares$32.1 Million0.01% of portfolio