Legacy Investment Solutions, LLC ETF Ser Solution Distillate Us Transaction History
Legacy Investment Solutions, LLC
- $139 Million
- Q4 2024
A detailed history of Legacy Investment Solutions, LLC transactions in ETF Ser Solution Distillate Us stock. As of the latest transaction made, Legacy Investment Solutions, LLC holds 16,076 shares of DSTL stock, worth $836,595. This represents 0.63% of its overall portfolio holdings.
Number of Shares
16,076
Previous 17,677
9.06%
Holding current value
$836,595
Previous $1 Million
11.98%
% of portfolio
0.63%
Previous 0.71%
Shares
2 transactions
Others Institutions Holding DSTL
# of Institutions
146Shares Held
37MCall Options Held
0Put Options Held
0-
Carlson Capital Management5.32MShares$277 Million21.21% of portfolio
-
Sequoia Financial Advisors, LLC5.26MShares$274 Million2.47% of portfolio
-
Oxford Financial Group LTD Indianapolis, IN1.62MShares$84.6 Million5.81% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.45MShares$75.5 Million0.16% of portfolio
-
Abacus Planning Group, Inc.1.43MShares$74.3 Million13.91% of portfolio