Geo Wealth Management, LLC ETF Ser Solution Distillate Us Transaction History
Geo Wealth Management, LLC
- $2.4 Billion
- Q2 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 6,447 shares of DSTL stock, worth $376,117. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,447
Previous 7,235
10.89%
Holding current value
$376,117
Previous $392,000
9.18%
% of portfolio
0.01%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding DSTL
# of Institutions
148Shares Held
28.8MCall Options Held
0Put Options Held
0-
Carlson Capital Management5.32MShares$310 Million21.21% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.26MShares$132 Million0.22% of portfolio
-
Oxford Financial Group LTD Indianapolis, IN1.67MShares$97.3 Million5.49% of portfolio
-
Abacus Planning Group, Inc.1.38MShares$80.6 Million12.69% of portfolio
-
Madison Investment Advisors, LLC Madison, WI1.32MShares$76.9 Million0.82% of portfolio