Keel Point, LLC ETF Ser Solutions Aptus Drawnd Transaction History

Keel Point, LLC

$1.5 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 04, 2021	SELL	$39.43 - $41.54 $3.83 Million - $4.04 Million	-97,226 Closed	0 $0
Q2 2021 Aug 06, 2021	BUY	$36.94 - $39.75 $3.59 Million - $3.86 Million	97,226 New	97,226 $3.37 Million

Others Institutions Holding ADME

# of Institutions

56

Shares Held

5.96M

Call Options Held

0

Put Options Held

0

Aptus Capital Advisors, LLC

2.67M
Shares

$136 Million
1.15% of portfolio
Envestnet Asset Management Inc

542K
Shares

$27.6 Million
0.01% of portfolio
Second Line Capital, LLC Metairie, LA

426K
Shares

$21.7 Million
4.77% of portfolio
Guardian Wealth Advisors, LLC Raleigh, NC

393K
Shares

$20 Million
1.43% of portfolio
Signal Advisors Wealth, LLC Detroit, MI

275K
Shares

$14 Million
1.27% of portfolio

About ETF SER SOLUTIONS APTUS DRAWND

Ticker ADME
Sector ETFs
Industry ETFs

More about ADME

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Keel Point, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Keel Point, LLC with notifications on news.