Integrated Wealth Concepts LLC ETF Ser Solution Distillate Us Transaction History
Integrated Wealth Concepts LLC
- $10.1 Billion
- Q3 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 14,374 shares of DSTL stock, worth $821,905. This represents 0.01% of its overall portfolio holdings.
Number of Shares
14,374
Previous 14,867
3.32%
Holding current value
$821,905
Previous $822,000
1.34%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding DSTL
# of Institutions
142Shares Held
34.8MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC5.74MShares$328 Million2.28% of portfolio
-
Carlson Capital Management5.32MShares$304 Million21.21% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.4MShares$137 Million0.23% of portfolio
-
Oxford Financial Group LTD Indianapolis, IN1.61MShares$92.3 Million5.31% of portfolio
-
Abacus Planning Group, Inc.1.38MShares$79.1 Million12.02% of portfolio