Patriot Financial Group Insurance Agency, LLC ETF Ser Solutions Aptus Define Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	BUY	$25.92 - $27.88 $2,332 - $2,509	90 Added 1.95%	4,707 $124,000
Q3 2021 Nov 24, 2021	SELL	$28.63 - $30.06 $21,415 - $22,484	-748 Reduced 13.94%	4,617 $132,000
Q4 2020 Jan 15, 2021	BUY	$29.26 - $30.97 $156,979 - $166,154	5,365 New	5,365 $157,000

Others Institutions Holding DRSK

# of Institutions

Shares Held

33.8M

Call Options Held

Put Options Held

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

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