Herold Advisors, Inc. ETF Ser Solution Distillate Us Transaction History
Herold Advisors, Inc.
- $411 Million
- Q3 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 85,008 shares of DSTL stock, worth $4.86 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
85,008
Previous 91,377
6.97%
Holding current value
$4.86 Million
Previous $5.06 Million
2.57%
% of portfolio
1.2%
Previous 1.11%
Shares
17 transactions
Others Institutions Holding DSTL
# of Institutions
141Shares Held
34.9MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC5.74MShares$328 Million2.28% of portfolio
-
Carlson Capital Management5.32MShares$304 Million21.21% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.4MShares$137 Million0.23% of portfolio
-
Oxford Financial Group LTD Indianapolis, IN1.61MShares$92.3 Million5.31% of portfolio
-
Abacus Planning Group, Inc.1.38MShares$79.1 Million12.02% of portfolio