Nelson, Van Denburg & Campbell Wealth Management Group, LLC ETF Ser Solutions Aptus Define Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.63 Billion
Q4 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 19, 2023	SELL	$24.7 - $26.11 $188,782 - $199,558	-7,643 Reduced 89.01%	944 $23,000
Q1 2023 May 10, 2023	BUY	$25.32 - $26.32 $217,422 - $226,009	8,587 New	8,587 $223,000

Others Institutions Holding DRSK

# of Institutions

Shares Held

46.6M

Call Options Held

Put Options Held

Aptus Capital Advisors, LLC

11.4M
Shares

$318 Million
3.53% of portfolio
Integrated Wealth Concepts LLC

4.25M
Shares

$118 Million
1.43% of portfolio
Guardian Wealth Advisors, LLC Raleigh, NC

3.56M
Shares

$99 Million
8.27% of portfolio
Raymond James Financial Inc St. Petersburg, FL

3.04M
Shares

$84.7 Million
0.03% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

2.85M
Shares

$79.3 Million
0.11% of portfolio

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