Geo Wealth Management, LLC ETF Ser Solution Distillate Us Transaction History
Geo Wealth Management, LLC
- $2.33 Billion
- Q1 2025
A detailed history of Geo Wealth Management, LLC transactions in ETF Ser Solution Distillate Us stock. As of the latest transaction made, Geo Wealth Management, LLC holds 7,235 shares of DSTL stock, worth $399,082. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,235
Previous 246,987
97.07%
Holding current value
$399,082
Previous $13.6 Million
97.11%
% of portfolio
0.02%
Previous 0.47%
Shares
5 transactions
Others Institutions Holding DSTL
# of Institutions
142Shares Held
30.1MCall Options Held
0Put Options Held
0-
Carlson Capital Management5.32MShares$293 Million21.21% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.26MShares$125 Million0.22% of portfolio
-
Oxford Financial Group LTD Indianapolis, IN1.63MShares$89.9 Million6.21% of portfolio
-
Abacus Planning Group, Inc.1.38MShares$76.2 Million12.69% of portfolio
-
Madison Asset Management, LLC Madison, WI1.35MShares$74.2 Million0.91% of portfolio