Integrated Wealth Concepts LLC ETF Ser Solutions Aptus Define Transaction History
Integrated Wealth Concepts LLC
- $8.03 Billion
- Q1 2025
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 4,455,948 shares of DRSK stock, worth $125 Million. This represents 1.51% of its overall portfolio holdings.
Number of Shares
4,455,948
Previous 4,250,236
4.84%
Holding current value
$125 Million
Previous $117 Million
4.23%
% of portfolio
1.51%
Previous 1.43%
Shares
6 transactions
Others Institutions Holding DRSK
# of Institutions
89Shares Held
50.1MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC11.8MShares$331 Million3.59% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC3.72MShares$104 Million8.74% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.27MShares$91.9 Million0.03% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL2.85MShares$80 Million0.11% of portfolio
-
Sugarloaf Wealth Management, LLC2.38MShares$66.8 Million13.6% of portfolio