Carlson Capital Management ETF Ser Solution Distillate Us Transaction History
Carlson Capital Management
- $1.26 Billion
- Q1 2024
A detailed history of Carlson Capital Management transactions in ETF Ser Solution Distillate Us stock. As of the latest transaction made, Carlson Capital Management holds 5,347,883 shares of DSTL stock, worth $275 Million. This represents 22.96% of its overall portfolio holdings.
Number of Shares
5,347,883
Previous 7,156,545
25.27%
Holding current value
$275 Million
Previous $353 Million
18.4%
% of portfolio
22.96%
Previous 18.15%
Shares
11 transactions
Others Institutions Holding DSTL
# of Institutions
117Shares Held
25.6MCall Options Held
0Put Options Held
0-
Oxford Financial Group LTD Indianapolis, IN1.67MShares$85.9 Million6.26% of portfolio
-
Madison Asset Management, LLC Madison, WI1.29MShares$66.4 Million0.92% of portfolio
-
Abacus Planning Group, Inc.1.26MShares$64.8 Million13.59% of portfolio
-
Wealth Enhancement Advisory Services, LLC966KShares$49.7 Million0.14% of portfolio
-
Lpl Financial LLC Fort Mill, SC932KShares$47.9 Million0.03% of portfolio