Integrated Wealth Concepts LLC ETF Ser Solutions Aptus Define Transaction History
Integrated Wealth Concepts LLC
- $7.83 Billion
- Q3 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 3,479,070 shares of DRSK stock, worth $97.5 Million. This represents 1.26% of its overall portfolio holdings.
Number of Shares
3,479,070
Previous 2,038,464
70.67%
Holding current value
$97.5 Million
Previous $55.1 Million
78.69%
% of portfolio
1.26%
Previous 0.78%
Shares
4 transactions
Others Institutions Holding DRSK
# of Institutions
70Shares Held
33.8MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC7.81MShares$219 Million3.52% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL2.85MShares$79.9 Million0.11% of portfolio
-
Brookstone Capital Management2.79MShares$78.2 Million1.31% of portfolio
-
Sugarloaf Wealth Management, LLC2.34MShares$65.6 Million13.42% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC2.32MShares$65 Million7.83% of portfolio