Fermata Advisors, LLC ETF Ser Solution Distillate Us Transaction History
Fermata Advisors, LLC
- $439 Million
- Q1 2024
A detailed history of Fermata Advisors, LLC transactions in ETF Ser Solution Distillate Us stock. As of the latest transaction made, Fermata Advisors, LLC holds 36,039 shares of DSTL stock, worth $1.84 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
36,039
Previous 36,441
1.1%
Holding current value
$1.84 Million
Previous $1.8 Million
7.95%
% of portfolio
0.44%
Previous 0.43%
Shares
7 transactions
Others Institutions Holding DSTL
# of Institutions
117Shares Held
25.6MCall Options Held
0Put Options Held
0-
Carlson Capital Management5.35MShares$272 Million22.96% of portfolio
-
Oxford Financial Group LTD Indianapolis, IN1.67MShares$85.2 Million6.26% of portfolio
-
Madison Asset Management, LLC Madison, WI1.29MShares$65.8 Million0.92% of portfolio
-
Abacus Planning Group, Inc.1.26MShares$64.2 Million13.59% of portfolio
-
Wealth Enhancement Advisory Services, LLC966KShares$49.2 Million0.14% of portfolio