KFG WEALTH MANAGEMENT, LLC DRSK Holdings History
KFG WEALTH MANAGEMENT, LLC's Aptus Defined Risk ETF Holding Summary
As of 2025-06-30, KFG WEALTH MANAGEMENT, LLC held 1.42 Mil shares of Aptus Defined Risk ETF(DRSK), totaling $40.80 Mil. This investment constitutes 6.56% of their stock portfolio, and KFG WEALTH MANAGEMENT, LLC now holds 3.21% of the outstanding Aptus Defined Risk ETF(DRSK) stock.
The initial trade took place in 2024Q4. And since then KFG WEALTH MANAGEMENT, LLC has made 3 purchases of DRSK, at an average price of $27.96, for a total of 1.42 Mil shares. Based on historical transaction data and DRSK's current price of $28.44, KFG WEALTH MANAGEMENT, LLC's estimated gain on his DRSK holdings is $678,696.30, reflecting a 1.71% gain to date.
KFG WEALTH MANAGEMENT, LLC DRSK ($28.44) Holding Chart
KFG WEALTH MANAGEMENT, LLC DRSK ($28.44) 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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