Accurate Wealth Management, LLC ETF Ser Solution Distillate Us Transaction History
Accurate Wealth Management, LLC
- $482 Million
- Q1 2025
A detailed history of Accurate Wealth Management, LLC transactions in ETF Ser Solution Distillate Us stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 11,480 shares of DSTL stock, worth $590,875. This represents 0.13% of its overall portfolio holdings.
Number of Shares
11,480
Previous 16,368
29.86%
Holding current value
$590,875
Previous $898,000
31.18%
% of portfolio
0.13%
Previous 0.18%
Shares
4 transactions
Others Institutions Holding DSTL
# of Institutions
148Shares Held
31.7MCall Options Held
0Put Options Held
0-
Carlson Capital Management5.32MShares$274 Million21.21% of portfolio
-
Oxford Financial Group LTD Indianapolis, IN1.62MShares$83.6 Million5.81% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.45MShares$74.7 Million0.16% of portfolio
-
Abacus Planning Group, Inc.1.43MShares$73.5 Million13.91% of portfolio
-
Madison Investment Advisors, LLC Madison, WI1.32MShares$67.9 Million0.82% of portfolio