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 $8.06 Million. This represents 3.04% of its overall portfolio holdings.
Number of Shares
289,994
Previous 246,709
17.54%
Holding current value
$8.06 Million
Previous $6.98 Million
13.94%
% of portfolio
3.04%
Previous 2.57%
Shares
8 transactions
Others Institutions Holding DRSK
# of Institutions
70Shares Held
33.5MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC7.81MShares$217 Million3.52% of portfolio
-
Integrated Wealth Concepts LLC3.48MShares$96.7 Million1.26% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL2.85MShares$79.3 Million0.11% of portfolio
-
Sugarloaf Wealth Management, LLC2.38MShares$66.2 Million13.6% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC2.32MShares$64.5 Million7.83% of portfolio