Legacy Financial Advisors, Inc. ETF Ser Solutions Aptus Drawnd Transaction History

Legacy Financial Advisors, Inc.

$498 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 07, 2019	SELL	$28.1 - $30.43 $5,620 - $6,086	-200 Closed	0 $0
Q1 2019 May 14, 2019	BUY	$27.74 - $29.36 $5,548 - $5,872	200 New	200 $6,000

Others Institutions Holding ADME

# of Institutions

54

Shares Held

6.19M

Call Options Held

0

Put Options Held

0

Aptus Capital Advisors, LLC

2.59M
Shares

$121 Million
1.28% of portfolio
Envestnet Asset Management Inc

502K
Shares

$23.5 Million
0.01% of portfolio
Second Line Capital, LLC Metairie, LA

414K
Shares

$19.3 Million
4.73% of portfolio
Guardian Wealth Advisors, LLC Raleigh, NC

379K
Shares

$17.7 Million
1.45% of portfolio
Park Place Capital Corp Birmingham, AL

248K
Shares

$11.6 Million
3.41% 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 Legacy Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Legacy Financial Advisors, Inc. with notifications on news.