Wealth Enhancement & Preservation Of Ga, LLC ETF Ser Solutions Aptus Define Transaction History

Wealth Enhancement & Preservation Of Ga, LLC

$104 Million
Q2 2023

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Sep 22, 2022	SELL	$25.92 - $27.88 $2.49 Million - $2.68 Million	-96,120 Closed	0 $0
Q1 2022 May 06, 2022	BUY	$27.86 - $28.88 $489,333 - $507,248	17,564 Added 22.36%	96,120 $2.69 Million
Q4 2021 Feb 02, 2022	BUY	$28.64 - $30.23 $273,340 - $288,515	9,544 Added 13.83%	78,556 $2.27 Million
Q3 2021 Oct 19, 2021	BUY	$28.63 - $30.06 $107,963 - $113,356	3,771 Added 5.78%	69,012 $1.98 Million
Q2 2021 Jul 22, 2021	BUY	$29.26 - $29.76 $1.91 Million - $1.94 Million	65,241 New	65,241 $1.93 Million

Others Institutions Holding DRSK

# of Institutions

Shares Held

18.8M

Call Options Held

Put Options Held

Aptus Capital Advisors, LLC

6.41M
Shares

$173 Million
3.45% of portfolio
Sugarloaf Wealth Management, LLC

2.28M
Shares

$61.5 Million
13.98% of portfolio
Guardian Wealth Advisors, LLC Raleigh, NC

2.04M
Shares

$54.9 Million
7.57% of portfolio
Second Line Capital, LLC Metairie, LA

1.04M
Shares

$27.9 Million
8.95% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.03M
Shares

$27.8 Million
0.04% of portfolio

View Full List

About ETF SER SOLUTIONS APTUS DEFINE

Ticker DRSK
Sector ETFs
Industry ETFs

More about DRSK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement & Preservation Of Ga, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement & Preservation Of Ga, LLC with notifications on news.

Account