Heritage Oak Wealth Advisors LLC ETF Ser Solution Distillate Us Call Options Transaction History

Heritage Oak Wealth Advisors LLC

$275 Billion
Q3 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DSTL

# of Institutions

149

Shares Held

28.6M

Call Options Held

0

Put Options Held

0

Carlson Capital Management

5.32M
Shares

$305 Million
21.21% of portfolio
Wealth Enhancement Advisory Services, LLC

2.26M
Shares

$129 Million
0.22% of portfolio
Oxford Financial Group LTD Indianapolis, IN

1.67M
Shares

$95.6 Million
5.49% of portfolio
Abacus Planning Group, Inc.

1.38M
Shares

$79.2 Million
12.02% of portfolio
Madison Investment Advisors, LLC Madison, WI

1.32M
Shares

$75.6 Million
0.82% of portfolio

About ETF SER SOLUTION DISTILLATE US

Ticker DSTL
Sector ETFs
Industry ETFs

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