Oregon Pacific Wealth Management, LLC ETF Ser Solution Distillate Us Transaction History
Oregon Pacific Wealth Management, LLC
- $106 Billion
- Q2 2025
A detailed history of Oregon Pacific Wealth Management, LLC transactions in ETF Ser Solution Distillate Us stock. As of the latest transaction made, Oregon Pacific Wealth Management, LLC holds 4,264 shares of DSTL stock, worth $241,171. This represents 0.22% of its overall portfolio holdings.
Number of Shares
4,264
Previous 13,107
67.47%
Holding current value
$241,171
Previous $711 Million
66.8%
% of portfolio
0.22%
Previous 0.71%
Shares
3 transactions
Others Institutions Holding DSTL
# of Institutions
147Shares Held
28.8MCall Options Held
0Put Options Held
0-
Carlson Capital Management5.32MShares$301 Million21.21% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.26MShares$128 Million0.22% of portfolio
-
Oxford Financial Group LTD Indianapolis, IN1.67MShares$94.3 Million5.49% of portfolio
-
Abacus Planning Group, Inc.1.38MShares$78.1 Million12.69% of portfolio
-
Madison Investment Advisors, LLC Madison, WI1.32MShares$74.6 Million0.82% of portfolio