Integrated Wealth Concepts LLC ETF Ser Solution Distillate Us Transaction History
Integrated Wealth Concepts LLC
- $8.03 Billion
- Q1 2025
A detailed history of Integrated Wealth Concepts LLC transactions in ETF Ser Solution Distillate Us stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 14,892 shares of DSTL stock, worth $805,657. This represents 0.01% of its overall portfolio holdings.
Number of Shares
14,892
Previous 14,885
0.05%
Holding current value
$805,657
Previous $817,000
1.22%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding DSTL
# of Institutions
150Shares Held
35.7MCall Options Held
0Put Options Held
0-
Carlson Capital Management5.32MShares$288 Million21.21% of portfolio
-
Sequoia Financial Advisors, LLC5.26MShares$285 Million2.47% of portfolio
-
Oxford Financial Group LTD Indianapolis, IN1.63MShares$88.1 Million6.21% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.45MShares$78.5 Million0.16% of portfolio
-
Abacus Planning Group, Inc.1.43MShares$77.2 Million13.91% of portfolio