Carolinas Wealth Consulting LLC ETF Ser Solution Distillate Us Transaction History
Carolinas Wealth Consulting LLC
- $557 Million
- Q4 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 14,993 shares of DSTL stock, worth $847,554. This represents 0.15% of its overall portfolio holdings.
Number of Shares
14,993
Previous 14,290
4.92%
Holding current value
$847,554
Previous $810,000
1.6%
% of portfolio
0.15%
Previous 0.14%
Shares
5 transactions
Others Institutions Holding DSTL
# of Institutions
146Shares Held
36MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC5.4MShares$305 Million2.29% of portfolio
-
Carlson Capital Management5.32MShares$300 Million21.21% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.26MShares$128 Million0.22% of portfolio
-
Oxford Financial Group LTD Indianapolis, IN1.63MShares$92.1 Million6.21% of portfolio
-
Abacus Planning Group, Inc.1.38MShares$78.1 Million12.69% of portfolio