True Wealth Advisors, LLC ETF Ser Solutions Aptus Define Transaction History
True Wealth Advisors, LLC
- $249 Million
- Q2 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 217,179 shares of DRSK stock, worth $6.09 Million. This represents 2.36% of its overall portfolio holdings.
Number of Shares
217,179
Previous 128,317
69.25%
Holding current value
$6.09 Million
Previous $3.42 Million
71.64%
% of portfolio
2.36%
Previous 1.42%
Shares
6 transactions
Others Institutions Holding DRSK
# of Institutions
61Shares Held
25.1MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC6.77MShares$190 Million3.5% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL2.68MShares$75 Million0.1% of portfolio
-
Sugarloaf Wealth Management, LLC2.31MShares$64.8 Million13.56% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC2.15MShares$60.3 Million7.7% of portfolio
-
Integrated Wealth Concepts LLC2.04MShares$57.2 Million0.78% of portfolio