Herold Advisors, Inc. ETF Ser Solution Distillate Us Transaction History
Herold Advisors, Inc.
- $449 Million
- Q3 2024
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 102,655 shares of DSTL stock, worth $5.86 Million. This represents 1.3% of its overall portfolio holdings.
Number of Shares
102,655
Previous 112,180
8.49%
Holding current value
$5.86 Million
Previous $5.76 Million
1.02%
% of portfolio
1.3%
Previous 1.36%
Shares
13 transactions
Others Institutions Holding DSTL
# of Institutions
130Shares Held
28.6MCall Options Held
0Put Options Held
0-
Carlson Capital Management5.49MShares$313 Million22.2% of portfolio
-
Oxford Financial Group LTD Indianapolis, IN1.67MShares$95.1 Million6.0% of portfolio
-
Madison Asset Management, LLC Madison, WI1.42MShares$80.8 Million1.0% of portfolio
-
Abacus Planning Group, Inc.1.35MShares$76.8 Million14.01% of portfolio
-
Captrust Financial Advisors Raleigh, NC1.12MShares$64.1 Million0.19% of portfolio