Centerpoint Advisory Group ETF Ser Solution Distillate Us Transaction History
Centerpoint Advisory Group
- $102 Billion
- Q1 2025
A detailed history of Centerpoint Advisory Group transactions in ETF Ser Solution Distillate Us stock. As of the latest transaction made, Centerpoint Advisory Group holds 76,796 shares of DSTL stock, worth $4.15 Million. This represents 4.1% of its overall portfolio holdings.
Number of Shares
76,796
Previous 70,533
8.88%
Holding current value
$4.15 Million
Previous $3.87 Billion
7.52%
% of portfolio
4.1%
Previous 3.75%
Shares
2 transactions
Others Institutions Holding DSTL
# of Institutions
150Shares Held
35.7MCall Options Held
0Put Options Held
0-
Carlson Capital Management5.32MShares$288 Million21.21% of portfolio
-
Sequoia Financial Advisors, LLC5.26MShares$285 Million2.47% of portfolio
-
Oxford Financial Group LTD Indianapolis, IN1.63MShares$88.1 Million6.21% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.45MShares$78.5 Million0.16% of portfolio
-
Abacus Planning Group, Inc.1.43MShares$77.2 Million13.91% of portfolio