Number of Shares
545,775.00
Current Holdings Value*
$15.08 Mil
% of Portfolio
2.97%
Total Estimate Gain
$247,588.10
% of Total Estimate Gain
1.63%

SevenBridge Financial Group, LLC's Aptus Defined Risk ETF Holding Summary

As of 2025-03-31, SevenBridge Financial Group, LLC held 545,775.00 shares of Aptus Defined Risk ETF(DRSK), totaling $15.08 Mil. This investment constitutes 2.97% of their stock portfolio, and SevenBridge Financial Group, LLC now holds 1.27% of the outstanding Aptus Defined Risk ETF(DRSK) stock.

The initial trade took place in 2024Q4. And since then SevenBridge Financial Group, LLC has made 2 purchases of DRSK, at an average price of $27.87, for a total of 545,775.00 shares. Based on historical transaction data and DRSK's current price of $28.32, SevenBridge Financial Group, LLC's estimated gain on his DRSK holdings is $247,588.10, reflecting a 1.63% gain to date.

SevenBridge Financial Group, LLC DRSK ($28.32) Holding Chart

SevenBridge Financial Group, 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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