Avantax Advisory Services, Inc. ETF Ser Solution Distillate Us Transaction History
Avantax Advisory Services, Inc.
- $15.6 Billion
- Q4 2024
A detailed history of Avantax Advisory Services, Inc. transactions in ETF Ser Solution Distillate Us stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 751,603 shares of DSTL stock, worth $39.1 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
751,603
Previous 740,537
1.49%
Holding current value
$39.1 Million
Previous $42 Million
1.74%
% of portfolio
0.27%
Previous 0.28%
Shares
24 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