Abound Wealth Management ETF Ser Solution Distillate Us Call Options Transaction History
Abound Wealth Management
- $300 Billion
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
---|---|---|---|---|---|
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
Others Institutions Holding DSTL
# of Institutions
149Shares Held
36MCall Options Held
0Put Options Held
0-
Carlson Capital Management5.32MShares$299 Million21.21% of portfolio
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Sequoia Financial Advisors, LLC5.26MShares$296 Million2.47% of portfolio
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Wealth Enhancement Advisory Services, LLC2.26MShares$127 Million0.22% of portfolio
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Oxford Financial Group LTD Indianapolis, IN1.63MShares$91.6 Million6.21% of portfolio
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Abacus Planning Group, Inc.1.43MShares$80.2 Million13.91% of portfolio