Bogart Wealth, LLC ETF Ser Solution Distillate Us Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding DSTL
# of Institutions
130Shares Held
28.5MCall Options Held
0Put Options Held
0-
Carlson Capital Management5.49MShares$310 Million22.2% of portfolio
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Oxford Financial Group LTD Indianapolis, IN1.67MShares$94.1 Million6.0% of portfolio
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Madison Asset Management, LLC Madison, WI1.42MShares$80 Million1.0% of portfolio
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Abacus Planning Group, Inc.1.35MShares$76.1 Million14.01% of portfolio
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Captrust Financial Advisors Raleigh, NC1.12MShares$63.5 Million0.19% of portfolio