Integrated Wealth Concepts LLC ETF Ser Solutions Aptus Define Transaction History
Integrated Wealth Concepts LLC
- $10.1 Billion
- Q3 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 6,592,015 shares of DRSK stock, worth $191 Million. This represents 1.87% of its overall portfolio holdings.
Number of Shares
6,592,015
Previous 5,889,912
11.92%
Holding current value
$191 Million
Previous $169 Million
12.27%
% of portfolio
1.87%
Previous 1.83%
Shares
8 transactions
Others Institutions Holding DRSK
# of Institutions
92Shares Held
59.7MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC13.4MShares$390 Million3.04% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC4.31MShares$125 Million8.59% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL2.85MShares$82.6 Million0.11% of portfolio
-
Sugarloaf Wealth Management, LLC2.38MShares$69 Million13.6% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.07MShares$59.9 Million0.1% of portfolio