Mbe Wealth Management, LLC ETF Ser Solutions Aptus Define Transaction History
Mbe Wealth Management, LLC
- $157 Million
- Q1 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 65,798 shares of DRSK stock, worth $1.78 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
65,798
Previous 80,690
18.46%
Holding current value
$1.78 Million
Previous $2.03 Million
13.72%
% of portfolio
1.12%
Previous 1.06%
Shares
14 transactions
Others Institutions Holding DRSK
# of Institutions
54Shares Held
18.8MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC6.41MShares$173 Million3.45% of portfolio
-
Sugarloaf Wealth Management, LLC2.28MShares$61.7 Million13.98% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC2.04MShares$55 Million7.57% of portfolio
-
Second Line Capital, LLC Metairie, LA1.04MShares$28 Million8.95% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.03MShares$27.8 Million0.04% of portfolio