Legacy Wealth Managment, Llc/Id ETF Ser Solution Distillate Us Put Options Transaction History
Legacy Wealth Managment, Llc/Id
- $120 Million
- Q2 2025
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding DSTL
# of Institutions
148Shares Held
28.8MCall Options Held
0Put Options Held
0-
Carlson Capital Management5.32MShares$310 Million21.21% of portfolio
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Wealth Enhancement Advisory Services, LLC2.26MShares$132 Million0.22% of portfolio
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Oxford Financial Group LTD Indianapolis, IN1.67MShares$97.3 Million5.49% of portfolio
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Abacus Planning Group, Inc.1.38MShares$80.6 Million12.69% of portfolio
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Madison Investment Advisors, LLC Madison, WI1.32MShares$76.9 Million0.82% of portfolio