Wfa Of San Diego, LLC ETF Ser Solutions Aptus Define Transaction History

Wfa Of San Diego, LLC

$116 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 18, 2020	BUY	$27.72 - $30.39 $3.33 Million - $3.65 Million	119,953 New	119,953 $3.29 Million

Others Institutions Holding DRSK

# of Institutions

69

Shares Held

33.8M

Call Options Held

0

Put Options Held

0

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

About ETF SER SOLUTIONS APTUS DEFINE

Ticker DRSK
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