Berkeley, Inc ETF Ser Solution Distillate Us Transaction History
Berkeley, Inc
- $213 Billion
- Q1 2025
A detailed history of Berkeley, Inc transactions in ETF Ser Solution Distillate Us stock. As of the latest transaction made, Berkeley, Inc holds 366,477 shares of DSTL stock, worth $20.7 Million. This represents 9.33% of its overall portfolio holdings.
Number of Shares
366,477
Previous 339,269
8.02%
Holding current value
$20.7 Million
Previous $18.6 Billion
6.67%
% of portfolio
9.33%
Previous 9.64%
Shares
7 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