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

Heritage Oak Wealth Advisors LLC

$217 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

131

Shares Held

28.6M

Call Options Held

0

Put Options Held

0

Carlson Capital Management

5.49M
Shares

$302 Million
22.2% of portfolio
Oxford Financial Group LTD Indianapolis, IN

1.67M
Shares

$91.8 Million
6.0% of portfolio
Madison Asset Management, LLC Madison, WI

1.42M
Shares

$78 Million
1.0% of portfolio
Abacus Planning Group, Inc.

1.35M
Shares

$74.2 Million
14.01% of portfolio
Captrust Financial Advisors Raleigh, NC

1.12M
Shares

$61.9 Million
0.19% of portfolio

About ETF SER SOLUTION DISTILLATE US

Ticker DSTL
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