Centricity Wealth Management, LLC ETF Ser Solution Distillate Us Transaction History
Centricity Wealth Management, LLC
- $110 Billion
- Q1 2025
A detailed history of Centricity Wealth Management, LLC transactions in ETF Ser Solution Distillate Us stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 639 shares of DSTL stock, worth $34,531. This represents 0.03% of its overall portfolio holdings.
Number of Shares
639
Previous 639
-0.0%
Holding current value
$34,531
Previous $35.1 Million
1.25%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding DSTL
# of Institutions
150Shares Held
35.7MCall Options Held
0Put Options Held
0-
Carlson Capital Management5.32MShares$287 Million21.21% of portfolio
-
Sequoia Financial Advisors, LLC5.26MShares$284 Million2.47% of portfolio
-
Oxford Financial Group LTD Indianapolis, IN1.63MShares$88 Million6.21% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.45MShares$78.4 Million0.16% of portfolio
-
Abacus Planning Group, Inc.1.43MShares$77.1 Million13.91% of portfolio