Lord & Richards Wealth Management, LLC ETF Ser Solutions Aptus Define Transaction History
Lord & Richards Wealth Management, LLC
- $95.7 Billion
- Q2 2025
A detailed history of Lord & Richards Wealth Management, LLC transactions in ETF Ser Solutions Aptus Define stock. As of the latest transaction made, Lord & Richards Wealth Management, LLC holds 261,886 shares of DRSK stock, worth $7.65 Million. This represents 7.87% of its overall portfolio holdings.
Number of Shares
261,886
Previous 208,878
25.38%
Holding current value
$7.65 Million
Previous $5.7 Billion
32.14%
% of portfolio
7.87%
Previous 6.46%
Shares
3 transactions
Others Institutions Holding DRSK
# of Institutions
93Shares Held
56MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC13.2MShares$387 Million3.4% of portfolio
-
Integrated Wealth Concepts LLC5.89MShares$172 Million1.83% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC3.95MShares$115 Million8.56% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.35MShares$97.9 Million0.03% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL2.85MShares$83.3 Million0.11% of portfolio