Fermata Advisors, LLC ETF Ser Solution Distillate Us Transaction History
Fermata Advisors, LLC
- $344 Million
- Q3 2025
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 72,961 shares of DSTL stock, worth $4.18 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
72,961
Previous 74,153
1.61%
Holding current value
$4.18 Million
Previous $4.1 Million
3.02%
% of portfolio
1.23%
Previous 1.23%
Shares
13 transactions
Others Institutions Holding DSTL
# of Institutions
152Shares Held
28.9MCall Options Held
0Put Options Held
0-
Carlson Capital Management5.32MShares$305 Million21.21% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.26MShares$129 Million0.22% 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
-
Madison Investment Advisors, LLC Madison, WI1.32MShares$75.6 Million0.82% of portfolio