TrueWealth Advisors, LLC DRSK Holdings History
TrueWealth Advisors, LLC's Aptus Defined Risk ETF Holding Summary
As of 2025-03-31, TrueWealth Advisors, LLC held 354,175.00 shares of Aptus Defined Risk ETF(DRSK), totaling $9.66 Mil. This investment constitutes 3.17% of their stock portfolio, and TrueWealth Advisors, LLC now holds 0.84% of the outstanding Aptus Defined Risk ETF(DRSK) stock.
The initial trade took place in 2024Q4. And since then TrueWealth Advisors, LLC has made 2 purchases of DRSK, at an average price of $27.96, for a total of 354,175.00 shares. Based on historical transaction data and DRSK's current price of $28.54, TrueWealth Advisors, LLC's estimated gain on his DRSK holdings is $205,707.02, reflecting a 2.08% gain to date.
TrueWealth Advisors, LLC DRSK ($28.54) Holding Chart
TrueWealth Advisors, LLC DRSK ($28.54) 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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