Accurate Wealth Management, LLC ETF Ser Solution Distillate Us Transaction History
Accurate Wealth Management, LLC
- $486 Million
- Q4 2024
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 16,368 shares of DSTL stock, worth $896,802. This represents 0.18% of its overall portfolio holdings.
Number of Shares
16,368
Previous 20,974
21.96%
Holding current value
$896,802
Previous $1.19 Million
24.47%
% of portfolio
0.18%
Previous 0.26%
Shares
3 transactions
Others Institutions Holding DSTL
# of Institutions
145Shares Held
31.2MCall Options Held
0Put Options Held
0-
Carlson Capital Management5.32MShares$291 Million21.21% of portfolio
-
Oxford Financial Group LTD Indianapolis, IN1.62MShares$89 Million5.81% of portfolio
-
Abacus Planning Group, Inc.1.41MShares$77.2 Million14.01% of portfolio
-
Madison Asset Management, LLC Madison, WI1.32MShares$72.3 Million0.92% of portfolio
-
Madison Investment Advisors, LLC Madison, WI1.32MShares$72.3 Million0.82% of portfolio