Integrated Wealth Concepts LLC ETF Ser Solutions Aptus Define Transaction History
Integrated Wealth Concepts LLC
- $8.16 Billion
- Q4 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 4,250,236 shares of DRSK stock, worth $119 Million. This represents 1.43% of its overall portfolio holdings.
Number of Shares
4,250,236
Previous 3,479,070
22.17%
Holding current value
$119 Million
Previous $98.5 Million
18.41%
% of portfolio
1.43%
Previous 1.26%
Shares
5 transactions
Others Institutions Holding DRSK
# of Institutions
85Shares Held
46.6MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC11.4MShares$322 Million3.53% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC3.56MShares$100 Million8.27% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.04MShares$85.6 Million0.03% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL2.85MShares$80.1 Million0.11% of portfolio
-
Sugarloaf Wealth Management, LLC2.38MShares$66.9 Million13.6% of portfolio