Centricity Wealth Management, LLC ETF Ser Solution Distillate Us Transaction History
Centricity Wealth Management, LLC
- $125 Billion
- Q2 2025
A detailed history of Centricity Wealth Management, LLC transactions in ETF Ser Solution Distillate Us stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 639 shares of DSTL stock, worth $36,122. This represents 0.03% of its overall portfolio holdings.
Number of Shares
639
Previous 639
-0.0%
Holding current value
$36,122
Previous $34.7 Million
2.05%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding DSTL
# of Institutions
146Shares Held
36MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC5.4MShares$305 Million2.29% of portfolio
-
Carlson Capital Management5.32MShares$300 Million21.21% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.26MShares$128 Million0.22% of portfolio
-
Oxford Financial Group LTD Indianapolis, IN1.63MShares$92.1 Million6.21% of portfolio
-
Abacus Planning Group, Inc.1.38MShares$78.1 Million12.69% of portfolio