Integrated Wealth Concepts LLC ETF Ser Solutions Aptus Define Transaction History
Integrated Wealth Concepts LLC
- $9.24 Billion
- Q2 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 5,889,912 shares of DRSK stock, worth $170 Million. This represents 1.83% of its overall portfolio holdings.
Number of Shares
5,889,912
Previous 4,455,948
32.18%
Holding current value
$170 Million
Previous $122 Million
39.31%
% of portfolio
1.83%
Previous 1.51%
Shares
7 transactions
Others Institutions Holding DRSK
# of Institutions
93Shares Held
55.1MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC13.2MShares$382 Million3.4% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC3.95MShares$114 Million8.56% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.35MShares$96.7 Million0.03% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL2.85MShares$82.4 Million0.11% of portfolio
-
Sugarloaf Wealth Management, LLC2.38MShares$68.8 Million13.6% of portfolio