Sugarloaf Wealth Management, LLC ETF Ser Solutions Aptus Define Transaction History
Sugarloaf Wealth Management, LLC
- $435 Million
- Q1 2024
A detailed history of Sugarloaf Wealth Management, LLC transactions in ETF Ser Solutions Aptus Define stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 2,280,858 shares of DRSK stock, worth $61.7 Million. This represents 13.98% of its overall portfolio holdings.
Number of Shares
2,280,858
Previous 2,068,912
10.24%
Holding current value
$61.7 Million
Previous $52.1 Million
16.63%
% of portfolio
13.98%
Previous 13.08%
Shares
18 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
-
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
-
Envestnet Asset Management Inc915KShares$24.7 Million0.01% of portfolio