Herold Advisors, Inc. ETF Ser Solution Distillate Us Transaction History
Herold Advisors, Inc.
- $439 Million
- Q1 2025
A detailed history of Herold Advisors, Inc. transactions in ETF Ser Solution Distillate Us stock. As of the latest transaction made, Herold Advisors, Inc. holds 97,578 shares of DSTL stock, worth $5.38 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
97,578
Previous 100,416
2.83%
Holding current value
$5.38 Million
Previous $5.51 Million
4.03%
% of portfolio
1.21%
Previous 1.24%
Shares
15 transactions
Others Institutions Holding DSTL
# of Institutions
142Shares Held
30.1MCall Options Held
0Put Options Held
0-
Carlson Capital Management5.32MShares$293 Million21.21% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.26MShares$125 Million0.22% of portfolio
-
Oxford Financial Group LTD Indianapolis, IN1.63MShares$89.9 Million6.21% of portfolio
-
Abacus Planning Group, Inc.1.38MShares$76.2 Million12.69% of portfolio
-
Madison Asset Management, LLC Madison, WI1.35MShares$74.2 Million0.91% of portfolio