Integrated Wealth Concepts LLC ETF Ser Solution Distillate Us Transaction History
Integrated Wealth Concepts LLC
- $8.16 Billion
- Q4 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 14,885 shares of DSTL stock, worth $766,130. This represents 0.01% of its overall portfolio holdings.
Number of Shares
14,885
Previous 15,107
1.47%
Holding current value
$766,130
Previous $857,000
4.67%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding DSTL
# of Institutions
148Shares Held
31.7MCall Options Held
0Put Options Held
0-
Carlson Capital Management5.32MShares$274 Million21.21% of portfolio
-
Oxford Financial Group LTD Indianapolis, IN1.62MShares$83.6 Million5.81% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.45MShares$74.7 Million0.16% of portfolio
-
Abacus Planning Group, Inc.1.43MShares$73.5 Million13.91% of portfolio
-
Madison Investment Advisors, LLC Madison, WI1.32MShares$67.9 Million0.82% of portfolio