Legacy Wealth Managment, Llc/Id ETF Ser Solution Distillate Us Transaction History
Legacy Wealth Managment, Llc/Id
- $139 Million
- Q4 2024
A detailed history of Legacy Wealth Managment, Llc/Id transactions in ETF Ser Solution Distillate Us stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 16,076 shares of DSTL stock, worth $827,431. This represents 0.63% of its overall portfolio holdings.
Number of Shares
16,076
Previous 17,677
9.06%
Holding current value
$827,431
Previous $1 Million
11.98%
% of portfolio
0.63%
Previous 0.71%
Shares
2 transactions
Others Institutions Holding DSTL
# of Institutions
148Shares Held
31.7MCall Options Held
0Put Options Held
0-
Carlson Capital Management5.32MShares$274 Million21.21% of portfolio
-
Oxford Financial Group LTD Indianapolis, IN1.62MShares$83.6 Million5.81% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.45MShares$74.7 Million0.16% of portfolio
-
Abacus Planning Group, Inc.1.43MShares$73.5 Million13.91% of portfolio
-
Madison Asset Management, LLC Madison, WI1.32MShares$67.9 Million0.92% of portfolio