Accurate Wealth Management, LLC ETF Ser Solution Distillate Us Transaction History
Accurate Wealth Management, LLC
- $581 Million
- Q2 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 10,945 shares of DSTL stock, worth $639,406. This represents 0.1% of its overall portfolio holdings.
Number of Shares
10,945
Previous 11,480
4.66%
Holding current value
$639,406
Previous $618,000
2.1%
% of portfolio
0.1%
Previous 0.13%
Shares
5 transactions
Others Institutions Holding DSTL
# of Institutions
147Shares Held
28.8MCall Options Held
0Put Options Held
0-
Carlson Capital Management5.32MShares$311 Million21.21% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.26MShares$132 Million0.22% of portfolio
-
Oxford Financial Group LTD Indianapolis, IN1.67MShares$97.4 Million5.49% of portfolio
-
Abacus Planning Group, Inc.1.38MShares$80.7 Million12.69% of portfolio
-
Madison Investment Advisors, LLC Madison, WI1.32MShares$77.1 Million0.82% of portfolio