Carlson Capital Management ETF Ser Solution Distillate Us Transaction History
Carlson Capital Management
- $1.38 Billion
- Q4 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 5,315,101 shares of DSTL stock, worth $301 Million. This represents 21.21% of its overall portfolio holdings.
Number of Shares
5,315,101
Previous 5,487,859
3.15%
Holding current value
$301 Million
Previous $311 Million
6.24%
% of portfolio
21.21%
Previous 22.2%
Shares
14 transactions
Others Institutions Holding DSTL
# of Institutions
147Shares Held
28.8MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC2.26MShares$128 Million0.22% of portfolio
-
Oxford Financial Group LTD Indianapolis, IN1.67MShares$94.3 Million5.49% of portfolio
-
Abacus Planning Group, Inc.1.38MShares$78.1 Million12.69% of portfolio
-
Madison Investment Advisors, LLC Madison, WI1.32MShares$74.6 Million0.82% of portfolio
-
Madison Asset Management, LLC Madison, WI1.12MShares$63.1 Million0.75% of portfolio