Integrated Wealth Concepts LLC ETF Ser Solutions Aptus Define Transaction History
Integrated Wealth Concepts LLC
- $6.69 Billion
- Q1 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 609,642 shares of DRSK stock, worth $16.5 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
609,642
Previous 553,934
10.06%
Holding current value
$16.5 Million
Previous $14 Million
16.43%
% of portfolio
0.24%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding DRSK
# of Institutions
54Shares Held
18.8MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC6.41MShares$173 Million3.45% of portfolio
-
Sugarloaf Wealth Management, LLC2.28MShares$61.7 Million13.98% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC2.04MShares$55 Million7.57% of portfolio
-
Second Line Capital, LLC Metairie, LA1.04MShares$28 Million8.95% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.03MShares$27.8 Million0.04% of portfolio