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 $391,413. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,235
Previous 246,987
97.07%
Holding current value
$391,413
Previous $13.6 Million
97.11%
% of portfolio
0.02%
Previous 0.47%
Shares
5 transactions
Others Institutions Holding DSTL
# of Institutions
150Shares Held
35.7MCall Options Held
0Put Options Held
0-
Carlson Capital Management5.32MShares$288 Million21.21% of portfolio
-
Sequoia Financial Advisors, LLC5.26MShares$285 Million2.47% of portfolio
-
Oxford Financial Group LTD Indianapolis, IN1.63MShares$88.1 Million6.21% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.45MShares$78.5 Million0.16% of portfolio
-
Abacus Planning Group, Inc.1.43MShares$77.2 Million13.91% of portfolio