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 $597,419. This represents 0.13% of its overall portfolio holdings.
Number of Shares
11,480
Previous 16,368
29.86%
Holding current value
$597,419
Previous $898,000
31.18%
% of portfolio
0.13%
Previous 0.18%
Shares
4 transactions
Others Institutions Holding DSTL
# of Institutions
146Shares Held
37MCall Options Held
0Put Options Held
0-
Carlson Capital Management5.32MShares$277 Million21.21% of portfolio
-
Sequoia Financial Advisors, LLC5.26MShares$274 Million2.47% of portfolio
-
Oxford Financial Group LTD Indianapolis, IN1.62MShares$84.6 Million5.81% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.45MShares$75.5 Million0.16% of portfolio
-
Abacus Planning Group, Inc.1.43MShares$74.3 Million13.91% of portfolio