Lido Advisors, LLC ETF Ser Solutions Aptus Define Transaction History

Lido Advisors, LLC

$20.3 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 09, 2023	SELL	$24.7 - $26.11 $152,720 - $161,438	-6,183 Reduced 36.83%	10,606 $263,000
Q1 2023 May 15, 2023	BUY	$25.32 - $26.32 $425,097 - $441,886	16,789 New	16,789 $436,000

Others Institutions Holding DRSK

# of Institutions

69

Shares Held

33.8M

Call Options Held

0

Put Options Held

0

Aptus Capital Advisors, LLC

7.81M
Shares

$216 Million
3.52% of portfolio
Integrated Wealth Concepts LLC

3.48M
Shares

$96.1 Million
1.26% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

2.85M
Shares

$78.7 Million
0.11% of portfolio
Brookstone Capital Management

2.79M
Shares

$77.1 Million
1.31% of portfolio
Sugarloaf Wealth Management, LLC

2.34M
Shares

$64.6 Million
13.42% of portfolio

About ETF SER SOLUTIONS APTUS DEFINE

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