True Wealth Advisors, LLC ETF Ser Solutions Aptus Define Transaction History

True Wealth Advisors, LLC

  • $262 Million
  • Q4 2024

A detailed history of True Wealth Advisors, LLC transactions in ETF Ser Solutions Aptus Define stock. As of the latest transaction made, True Wealth Advisors, LLC holds 289,994 shares of DRSK stock, worth $8.15 Million. This represents 3.04% of its overall portfolio holdings.

Number of Shares
289,994
Previous 246,709 17.54%
Holding current value
$8.15 Million
Previous $6.98 Million 13.94%
% of portfolio
3.04%
Previous 2.57%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$27.43 - $28.44 $1.19 Million - $1.23 Million
43,285 Added 17.54%
289,994 $7.95 Million
Q3 2024

Oct 29, 2024
BUY
$26.97 - $28.55 $796,424 - $843,081
29,530 Added 13.6%
246,709 $6.98 Million
Q2 2024

Jul 24, 2024
BUY
$25.67 - $27.44 $2.28 Million - $2.44 Million
88,862 Added 69.25%
217,179 $5.87 Million
Q1 2024

Apr 23, 2024
BUY
$25.22 - $26.73 $3.01 Million - $3.19 Million
119,470 Added 1350.4%
128,317 $3.42 Million
Q4 2023

Feb 08, 2024
SELL
$22.7 - $25.39 $513,837 - $574,728
-22,636 Reduced 71.9%
8,847 $222,000
Q3 2023

Nov 07, 2023
SELL
$23.24 - $25.38 $5.01 Million - $5.48 Million
-215,733 Reduced 87.26%
31,483 $733,000
Q2 2023

Jul 31, 2023
SELL
$24.7 - $26.11 $2.71 Million - $2.86 Million
-109,659 Reduced 30.73%
247,216 $6.15 Million
Q1 2023

Apr 19, 2023
BUY
$25.32 - $26.32 $9.04 Million - $9.39 Million
356,875 New
356,875 $9.27 Million

Others Institutions Holding DRSK

# of Institutions
85
Shares Held
46.6M
Call Options Held
0
Put Options Held
0
View Full List

About ETF SER SOLUTIONS APTUS DEFINE

DRSK Quotes by TradingView
  • Ticker DRSK
  • Sector ETFs
  • Industry ETFs
More about DRSK
Track This Portfolio

Track True Wealth Advisors, LLC Portfolio

Follow True Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email