Herold Advisors, Inc. ETF Ser Solution Distillate Us Transaction History
Herold Advisors, Inc.
- $455 Million
- Q2 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 91,377 shares of DSTL stock, worth $5.33 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
91,377
Previous 97,578
6.35%
Holding current value
$5.33 Million
Previous $5.29 Million
4.44%
% of portfolio
1.11%
Previous 1.21%
Shares
16 transactions
Others Institutions Holding DSTL
# of Institutions
148Shares Held
28.8MCall Options Held
0Put Options Held
0-
Carlson Capital Management5.32MShares$310 Million21.21% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.26MShares$132 Million0.22% of portfolio
-
Oxford Financial Group LTD Indianapolis, IN1.67MShares$97.3 Million5.49% of portfolio
-
Abacus Planning Group, Inc.1.38MShares$80.6 Million12.69% of portfolio
-
Madison Investment Advisors, LLC Madison, WI1.32MShares$76.9 Million0.82% of portfolio