Heritage Oak Wealth Advisors LLC ETF Ser Solution Distillate Us Transaction History

Heritage Oak Wealth Advisors LLC

  • $259 Billion
  • Q2 2025

A detailed history of Heritage Oak Wealth Advisors LLC transactions in ETF Ser Solution Distillate Us stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 18,868 shares of DSTL stock, worth $1.1 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
18,868
Previous 18,619 1.34%
Holding current value
$1.1 Million
Previous $1.01 Billion 3.41%
% of portfolio
0.4%
Previous 0.44%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
BUY
$48.53 - $55.35 $12,083 - $13,782
249 Added 1.34%
18,868 $1.04 Billion
Q1 2025

Apr 28, 2025
SELL
$53.28 - $57.28 $171,295 - $184,155
-3,215 Reduced 14.72%
18,619 $1.01 Billion
Q4 2024

Feb 05, 2025
BUY
$54.74 - $58.88 $1.2 Million - $1.29 Million
21,834 New
21,834 $1.2 Billion
Q2 2024

Aug 28, 2024
BUY
$50.71 - $53.66 $531,592 - $562,517
10,483 New
10,483 $539 Million

Others Institutions Holding DSTL

# of Institutions
148
Shares Held
28.8M
Call Options Held
0
Put Options Held
0
View Full List

About ETF SER SOLUTION DISTILLATE US

DSTL Quotes by TradingView
  • Ticker DSTL
  • Sector ETFs
  • Industry ETFs
More about DSTL
Track This Portfolio

Track Heritage Oak Wealth Advisors LLC Portfolio

Follow Heritage Oak Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Oak Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Oak Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email