Mbe Wealth Management, LLC ETF Ser Solutions Aptus Define Transaction History
Mbe Wealth Management, LLC
- $160 Million
- Q2 2024
A detailed history of Mbe Wealth Management, LLC transactions in ETF Ser Solutions Aptus Define stock. As of the latest transaction made, Mbe Wealth Management, LLC holds 73,843 shares of DRSK stock, worth $2.09 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
73,843
Previous 65,798
12.23%
Holding current value
$2.09 Million
Previous $1.75 Million
13.74%
% of portfolio
1.25%
Previous 1.12%
Shares
15 transactions
Others Institutions Holding DRSK
# of Institutions
61Shares Held
25.1MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC6.77MShares$192 Million3.5% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL2.68MShares$75.8 Million0.1% of portfolio
-
Sugarloaf Wealth Management, LLC2.31MShares$65.4 Million13.56% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC2.15MShares$60.9 Million7.7% of portfolio
-
Integrated Wealth Concepts LLC2.04MShares$57.8 Million0.78% of portfolio