True Wealth Advisors, LLC ETF Ser Solutions Aptus Define Transaction History
True Wealth Advisors, LLC
- $271 Million
- Q3 2024
A detailed history of True Wealth Advisors, LLC transactions in ETF Ser Solutions Aptus Define stock. As of the latest transaction made, True Wealth Advisors, LLC holds 246,709 shares of DRSK stock, worth $6.81 Million. This represents 2.57% of its overall portfolio holdings.
Number of Shares
246,709
Previous 217,179
13.6%
Holding current value
$6.81 Million
Previous $5.87 Million
18.93%
% of portfolio
2.57%
Previous 2.36%
Shares
7 transactions
Others Institutions Holding DRSK
# of Institutions
69Shares Held
33.8MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC7.81MShares$216 Million3.52% of portfolio
-
Integrated Wealth Concepts LLC3.48MShares$96.1 Million1.26% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL2.85MShares$78.7 Million0.11% of portfolio
-
Brookstone Capital Management2.79MShares$77.1 Million1.31% of portfolio
-
Sugarloaf Wealth Management, LLC2.34MShares$64.6 Million13.42% of portfolio