Clearview Wealth Advisors LLC ETF Ser Solution Distillate Us Transaction History
Clearview Wealth Advisors LLC
- $129 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding DSTL
# of Institutions
130Shares Held
28.6MCall Options Held
0Put Options Held
0-
Carlson Capital Management5.49MShares$319 Million22.2% of portfolio
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Oxford Financial Group LTD Indianapolis, IN1.67MShares$96.9 Million6.0% of portfolio
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Madison Asset Management, LLC Madison, WI1.42MShares$82.4 Million1.0% of portfolio
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Abacus Planning Group, Inc.1.35MShares$78.3 Million14.01% of portfolio
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Captrust Financial Advisors Raleigh, NC1.12MShares$65.3 Million0.19% of portfolio