Geo Wealth Management, LLC ETF Ser Solution Distillate Us Transaction History
Geo Wealth Management, LLC
- $2.92 Billion
- Q4 2024
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 246,987 shares of DSTL stock, worth $13.8 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
246,987
Previous 309,277
20.14%
Holding current value
$13.8 Million
Previous $17.5 Million
22.69%
% of portfolio
0.47%
Previous 0.64%
Shares
4 transactions
Others Institutions Holding DSTL
# of Institutions
142Shares Held
30.5MCall Options Held
0Put Options Held
0-
Carlson Capital Management5.32MShares$297 Million21.21% of portfolio
-
Oxford Financial Group LTD Indianapolis, IN1.62MShares$90.8 Million5.81% of portfolio
-
Abacus Planning Group, Inc.1.41MShares$78.8 Million14.01% of portfolio
-
Madison Investment Advisors, LLC Madison, WI1.32MShares$73.7 Million0.82% of portfolio
-
Madison Asset Management, LLC Madison, WI1.32MShares$73.7 Million0.92% of portfolio