Clearview Wealth Advisors LLC ETF Ser Solution Distillate Us Call Options Transaction History
Clearview Wealth Advisors LLC
- $150 Million
- Q3 2025
Call Options
	  0 transactions
	
  | Quarter | Operation | Price Per call | calls change | calls Held | SEC Form | 
|---|
Others Institutions Holding DSTL
# of Institutions
152Shares Held
34.5MCall Options Held
0Put Options Held
0- 
    
      Sequoia Financial Advisors, LLC5.74MShares$329 Million2.28% of portfolio
- 
    
      Carlson Capital Management5.32MShares$305 Million21.21% of portfolio
- 
    
      Wealth Enhancement Advisory Services, LLC2.4MShares$138 Million0.23% of portfolio
- 
    
      Oxford Financial Group LTD Indianapolis, IN1.67MShares$95.6 Million5.49% of portfolio
- 
    
      Abacus Planning Group, Inc.1.38MShares$79.2 Million12.02% of portfolio