Wealth Plan Partners, LLC ETF Ser Solutions Aptus Define Transaction History
Wealth Plan Partners, LLC
- $931 Billion
- Q2 2024
Shares
11 transactions
Others Institutions Holding DRSK
# of Institutions
61Shares Held
25.1MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC6.77MShares$192 Million3.5% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL2.68MShares$75.8 Million0.1% of portfolio
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Sugarloaf Wealth Management, LLC2.31MShares$65.4 Million13.56% of portfolio
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Guardian Wealth Advisors, LLC Raleigh, NC2.15MShares$60.9 Million7.7% of portfolio
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Integrated Wealth Concepts LLC2.04MShares$57.8 Million0.78% of portfolio