Abound Wealth Management ETF Ser Solution Distillate Us Transaction History

Abound Wealth Management

$301 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Aug 08, 2024	SELL	$48.63 - $53.91 $1,604 - $1,779	-33 Closed	0 $0
Q4 2023 Aug 08, 2024	BUY	$42.54 - $49.68 $1,403 - $1,639	33 New	33 $1.64 Million

Others Institutions Holding DSTL

# of Institutions

126

Shares Held

27.7M

Call Options Held

0

Put Options Held

0

Carlson Capital Management

5.37M
Shares

$311 Million
21.94% of portfolio
Oxford Financial Group LTD Indianapolis, IN

1.68M
Shares

$97.4 Million
5.71% of portfolio
Abacus Planning Group, Inc.

1.35M
Shares

$77.9 Million
14.01% of portfolio
Captrust Financial Advisors Raleigh, NC

1.15M
Shares

$66.7 Million
0.19% of portfolio
Madison Asset Management, LLC Madison, WI

1.03M
Shares

$59.8 Million
0.71% of portfolio

About ETF SER SOLUTION DISTILLATE US

Ticker DSTL
Sector ETFs
Industry ETFs

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