Lord & Richards Wealth Management, LLC ETF Ser Solutions Aptus Define Transaction History
Lord & Richards Wealth Management, LLC
- $109 Billion
- Q3 2025
A detailed history of Lord & Richards Wealth Management, LLC transactions in ETF Ser Solutions Aptus Define stock. As of the latest transaction made, Lord & Richards Wealth Management, LLC holds 272,152 shares of DRSK stock, worth $7.89 Million. This represents 7.19% of its overall portfolio holdings.
Number of Shares
272,152
Previous 261,886
3.92%
Holding current value
$7.89 Million
Previous $7.53 Billion
4.25%
% of portfolio
7.19%
Previous 7.87%
Shares
4 transactions
Others Institutions Holding DRSK
# of Institutions
93Shares Held
59.7MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC13.4MShares$390 Million3.04% of portfolio
-
Integrated Wealth Concepts LLC6.59MShares$191 Million1.87% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC4.31MShares$125 Million8.59% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL2.85MShares$82.6 Million0.11% of portfolio
-
Sugarloaf Wealth Management, LLC2.38MShares$69 Million13.6% of portfolio