Clearview Wealth Advisors LLC ETF Ser Solution Distillate Us Transaction History

Clearview Wealth Advisors LLC

$129 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 29, 2022	SELL	$42.45 - $46.59 $1,273 - $1,397	-30 Closed	0 $0
Q1 2021 May 06, 2021	BUY	$35.85 - $39.83 $1,075 - $1,194	30 New	30 $1,000

Others Institutions Holding DSTL

# of Institutions

131

Shares Held

28.6M

Call Options Held

0

Put Options Held

0

Carlson Capital Management

5.49M
Shares

$308 Million
22.2% of portfolio
Oxford Financial Group LTD Indianapolis, IN

1.67M
Shares

$93.3 Million
6.0% of portfolio
Madison Asset Management, LLC Madison, WI

1.42M
Shares

$79.3 Million
1.0% of portfolio
Abacus Planning Group, Inc.

1.35M
Shares

$75.4 Million
14.01% of portfolio
Captrust Financial Advisors Raleigh, NC

1.12M
Shares

$62.9 Million
0.19% of portfolio

About ETF SER SOLUTION DISTILLATE US

Ticker DSTL
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