Abound Wealth Management ETF Ser Solution Distillate Us Transaction History

Abound Wealth Management

$354 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Aug 08, 2024	SELL	$48.63 - $53.91 $1,604 - $1,779	-33 Closed	0 $0
Q4 2023 Aug 08, 2024	BUY	$42.54 - $49.68 $1,403 - $1,639	33 New	33 $1.64 Million

Others Institutions Holding DSTL

# of Institutions

144

Shares Held

35.6M

Call Options Held

0

Put Options Held

0

Sequoia Financial Advisors, LLC

5.4M
Shares

$297 Million
2.29% of portfolio
Carlson Capital Management

5.32M
Shares

$292 Million
21.21% of portfolio
Wealth Enhancement Advisory Services, LLC

2.26M
Shares

$124 Million
0.22% of portfolio
Oxford Financial Group LTD Indianapolis, IN

1.63M
Shares

$89.6 Million
6.21% of portfolio
Abacus Planning Group, Inc.

1.38M
Shares

$76 Million
12.69% of portfolio

About ETF SER SOLUTION DISTILLATE US

Ticker DSTL
Sector ETFs
Industry ETFs

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