Integrated Wealth Concepts LLC ETF Ser Solution Distillate Us Transaction History
Integrated Wealth Concepts LLC
- $9.24 Billion
- Q2 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 14,867 shares of DSTL stock, worth $867,340. This represents 0.01% of its overall portfolio holdings.
Number of Shares
14,867
Previous 14,892
0.17%
Holding current value
$867,340
Previous $807,000
1.86%
% of portfolio
0.01%
Previous 0.01%
Shares
6 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