Legacy Wealth Managment, Llc/Id ETF Ser Solution Distillate Us Transaction History
Legacy Wealth Managment, Llc/Id
- $120 Million
- Q2 2025
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 5,407 shares of DSTL stock, worth $313,714. This represents 0.25% of its overall portfolio holdings.
Number of Shares
5,407
Previous 5,024
7.62%
Holding current value
$313,714
Previous $272,000
9.93%
% of portfolio
0.25%
Previous 0.22%
Shares
4 transactions
Others Institutions Holding DSTL
# of Institutions
148Shares Held
28.8MCall Options Held
0Put Options Held
0-
Carlson Capital Management5.32MShares$308 Million21.21% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.26MShares$131 Million0.22% of portfolio
-
Oxford Financial Group LTD Indianapolis, IN1.67MShares$96.8 Million5.49% of portfolio
-
Abacus Planning Group, Inc.1.38MShares$80.2 Million12.69% of portfolio
-
Madison Investment Advisors, LLC Madison, WI1.32MShares$76.5 Million0.82% of portfolio