Number of Shares
108,321.00
Current Holdings Value*
$2.95 Mil
% of Portfolio
1.46%
Total Estimate Gain
$35,753.75
% of Total Estimate Gain
1.18%

Second Half Financial Partners, LLC's Aptus Defined Risk ETF Holding Summary

As of 2025-03-31, Second Half Financial Partners, LLC held 108,321.00 shares of Aptus Defined Risk ETF(DRSK), totaling $2.95 Mil. This investment constitutes 1.46% of their stock portfolio, and Second Half Financial Partners, LLC now holds 0.25% of the outstanding Aptus Defined Risk ETF(DRSK) stock.

The initial trade took place in 2024Q4. And since then Second Half Financial Partners, LLC has made 2 purchases of DRSK, at an average price of $27.99, for a total of 108,321.00 shares. Based on historical transaction data and DRSK's current price of $28.32, Second Half Financial Partners, LLC's estimated gain on his DRSK holdings is $35,753.75, reflecting a 1.18% gain to date.

Second Half Financial Partners, LLC DRSK ($28.32) Holding Chart

Second Half Financial Partners, 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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