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

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

View Full List

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