Carlson Capital Management ETF Ser Solution Distillate Us Call Options Transaction History
Carlson Capital Management
- $1.38 Billion
- Q4 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DSTL
# of Institutions
149Shares Held
34.5MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC5.74MShares$326 Million2.28% of portfolio
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Wealth Enhancement Advisory Services, LLC2.4MShares$136 Million0.23% of portfolio
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Oxford Financial Group LTD Indianapolis, IN1.67MShares$94.7 Million5.49% of portfolio
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Abacus Planning Group, Inc.1.38MShares$78.5 Million12.02% of portfolio
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Madison Investment Advisors, LLC Madison, WI1.32MShares$74.9 Million0.82% of portfolio