Integrated Wealth Concepts LLC ETF Ser Solution Distillate Us Transaction History
Integrated Wealth Concepts LLC
- $7.02 Billion
- Q2 2024
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 14,818 shares of DSTL stock, worth $837,957. This represents 0.01% of its overall portfolio holdings.
Number of Shares
14,818
Previous 15,100
1.87%
Holding current value
$837,957
Previous $814,000
6.51%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DSTL
# of Institutions
130Shares Held
27.3MCall Options Held
0Put Options Held
0-
Carlson Capital Management5.37MShares$304 Million21.94% of portfolio
-
Oxford Financial Group LTD Indianapolis, IN1.68MShares$95.1 Million5.71% of portfolio
-
Abacus Planning Group, Inc.1.28MShares$72.4 Million13.08% of portfolio
-
Captrust Financial Advisors Raleigh, NC1.15MShares$65.1 Million0.19% of portfolio
-
Madison Asset Management, LLC Madison, WI1.03MShares$58.4 Million0.71% of portfolio