City State Bank ETF Ser Solution Distillate Us Transaction History

City State Bank

$297 Million
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Mar 11, 2022	BUY	$40.96 - $46.43 $4,096 - $4,643	100 New	100 $4,000

Others Institutions Holding DSTL

# of Institutions

149

Shares Held

35.2M

Call Options Held

0

Put Options Held

0

Carlson Capital Management

5.32M
Shares

$299 Million
21.21% of portfolio
Sequoia Financial Advisors, LLC

5.26M
Shares

$296 Million
2.47% of portfolio
Oxford Financial Group LTD Indianapolis, IN

1.63M
Shares

$91.6 Million
6.21% of portfolio
Wealth Enhancement Advisory Services, LLC

1.45M
Shares

$81.5 Million
0.16% of portfolio
Abacus Planning Group, Inc.

1.43M
Shares

$80.2 Million
13.91% of portfolio

About ETF SER SOLUTION DISTILLATE US

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