Dynamic Advisor Solutions LLC ETF Ser Solutions Aptus Define Transaction History
Dynamic Advisor Solutions LLC
- $2.31 Billion
- Q4 2024
Shares
5 transactions
Others Institutions Holding DRSK
# of Institutions
73Shares Held
34.5MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC7.81MShares$216 Million3.52% of portfolio
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Integrated Wealth Concepts LLC3.48MShares$96.5 Million1.26% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL2.85MShares$79.1 Million0.11% of portfolio
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Sugarloaf Wealth Management, LLC2.38MShares$66 Million13.6% of portfolio
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Guardian Wealth Advisors, LLC Raleigh, NC2.32MShares$64.3 Million7.83% of portfolio