Integrated Wealth Concepts LLC DRSK Holdings History
Integrated Wealth Concepts LLC's Aptus Defined Risk ETF Holding Summary
As of 2025-03-31, Integrated Wealth Concepts LLC held 4.46 Mil shares of Aptus Defined Risk ETF(DRSK), totaling $121.51 Mil. This investment constitutes 1.42% of their stock portfolio, and Integrated Wealth Concepts LLC now holds 10.34% of the outstanding Aptus Defined Risk ETF(DRSK) stock.
The initial trade took place in 2024Q4. And since then Integrated Wealth Concepts LLC has made 2 purchases of DRSK, at an average price of $27.98, for a total of 4.46 Mil shares. Based on historical transaction data and DRSK's current price of $28.32, Integrated Wealth Concepts LLC's estimated gain on his DRSK holdings is $1.51 Mil, reflecting a 1.21% gain to date.
Integrated Wealth Concepts LLC DRSK ($28.32) Holding Chart
Integrated Wealth Concepts LLC DRSK ($28.32) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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