Accurate Wealth Management, LLC ETF Ser Solution Distillate Us Transaction History
Accurate Wealth Management, LLC
- $663 Million
- Q3 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 $625,835. This represents 0.1% of its overall portfolio holdings.
Number of Shares
10,945
Previous 10,945
-0.0%
Holding current value
$625,835
Previous $605,000
4.79%
% of portfolio
0.1%
Previous 0.1%
Shares
5 transactions
Others Institutions Holding DSTL
# of Institutions
142Shares Held
34.8MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC5.74MShares$328 Million2.28% of portfolio
-
Carlson Capital Management5.32MShares$304 Million21.21% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.4MShares$137 Million0.23% of portfolio
-
Oxford Financial Group LTD Indianapolis, IN1.61MShares$92.3 Million5.31% of portfolio
-
Abacus Planning Group, Inc.1.38MShares$79.1 Million12.02% of portfolio