Carolinas Wealth Consulting LLC ETF Ser Solution Distillate Us Transaction History
Carolinas Wealth Consulting LLC
- $577 Million
- Q3 2024
A detailed history of Carolinas Wealth Consulting LLC transactions in ETF Ser Solution Distillate Us stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 14,290 shares of DSTL stock, worth $804,955. This represents 0.14% of its overall portfolio holdings.
Number of Shares
14,290
Previous 14,166
0.88%
Holding current value
$804,955
Previous $727,000
11.42%
% of portfolio
0.14%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding DSTL
# of Institutions
136Shares Held
29.5MCall Options Held
0Put Options Held
0-
Carlson Capital Management5.32MShares$299 Million21.21% of portfolio
-
Oxford Financial Group LTD Indianapolis, IN1.67MShares$93.8 Million6.0% of portfolio
-
Abacus Planning Group, Inc.1.41MShares$79.3 Million14.01% of portfolio
-
Madison Investment Advisors, LLC Madison, WI1.32MShares$74.3 Million0.82% of portfolio
-
Madison Asset Management, LLC Madison, WI1.32MShares$74.3 Million0.92% of portfolio