Ae Wealth Management LLC ETF Ser Solution Distillate Us Transaction History
Ae Wealth Management LLC
- $10.4 Billion
- Q1 2025
A detailed history of Ae Wealth Management LLC transactions in ETF Ser Solution Distillate Us stock. As of the latest transaction made, Ae Wealth Management LLC holds 71 shares of DSTL stock, worth $4,013. This represents 0.0% of its overall portfolio holdings.
Number of Shares
71
Previous 71
-0.0%
Holding current value
$4,013
Previous $3,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
14 transactions
Others Institutions Holding DSTL
# of Institutions
146Shares Held
36MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC5.4MShares$305 Million2.29% of portfolio
-
Carlson Capital Management5.32MShares$300 Million21.21% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.26MShares$128 Million0.22% of portfolio
-
Oxford Financial Group LTD Indianapolis, IN1.63MShares$92.1 Million6.21% of portfolio
-
Abacus Planning Group, Inc.1.38MShares$78.1 Million12.69% of portfolio