Legacy Wealth Managment, Llc/Id ETF Ser Solution Distillate Us Transaction History
Legacy Wealth Managment, Llc/Id
- $122 Million
- Q1 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 5,024 shares of DSTL stock, worth $271,798. This represents 0.22% of its overall portfolio holdings.
Number of Shares
5,024
Previous 16,076
68.75%
Holding current value
$271,798
Previous $882,000
69.16%
% of portfolio
0.22%
Previous 0.63%
Shares
3 transactions
Others Institutions Holding DSTL
# of Institutions
150Shares Held
35.7MCall Options Held
0Put Options Held
0-
Carlson Capital Management5.32MShares$288 Million21.21% of portfolio
-
Sequoia Financial Advisors, LLC5.26MShares$285 Million2.47% of portfolio
-
Oxford Financial Group LTD Indianapolis, IN1.63MShares$88.1 Million6.21% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.45MShares$78.5 Million0.16% of portfolio
-
Abacus Planning Group, Inc.1.43MShares$77.2 Million13.91% of portfolio