Integrated Wealth Concepts LLC ETF Ser Solution Distillate Us Transaction History
Integrated Wealth Concepts LLC
- $7.83 Billion
- Q3 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 15,107 shares of DSTL stock, worth $886,025. This represents 0.01% of its overall portfolio holdings.
Number of Shares
15,107
Previous 14,818
1.95%
Holding current value
$886,025
Previous $761,000
12.61%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding DSTL
# of Institutions
131Shares Held
28.6MCall Options Held
0Put Options Held
0-
Carlson Capital Management5.49MShares$322 Million22.2% of portfolio
-
Oxford Financial Group LTD Indianapolis, IN1.67MShares$97.7 Million6.0% of portfolio
-
Madison Asset Management, LLC Madison, WI1.42MShares$83 Million1.0% of portfolio
-
Abacus Planning Group, Inc.1.35MShares$78.9 Million14.01% of portfolio
-
Captrust Financial Advisors Raleigh, NC1.12MShares$65.9 Million0.19% of portfolio