Janiczek Wealth Management, LLC ETF Ser Solution Distillate Us Transaction History
Janiczek Wealth Management, LLC
- $475 Million
- Q2 2024
A detailed history of Janiczek Wealth Management, LLC transactions in ETF Ser Solution Distillate Us stock. As of the latest transaction made, Janiczek Wealth Management, LLC holds 619,302 shares of DSTL stock, worth $35.2 Million. This represents 6.7% of its overall portfolio holdings.
Number of Shares
619,302
Previous 574,414
7.81%
Holding current value
$35.2 Million
Previous $31 Million
2.77%
% of portfolio
6.7%
Previous 6.63%
Shares
11 transactions
Others Institutions Holding DSTL
# of Institutions
141Shares Held
30.7MCall Options Held
0Put Options Held
0-
Carlson Capital Management5.32MShares$302 Million21.21% of portfolio
-
Oxford Financial Group LTD Indianapolis, IN1.62MShares$92.4 Million5.81% of portfolio
-
Abacus Planning Group, Inc.1.41MShares$80.1 Million14.01% of portfolio
-
Madison Asset Management, LLC Madison, WI1.32MShares$75 Million0.92% of portfolio
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Madison Investment Advisors, LLC Madison, WI1.32MShares$75 Million0.82% of portfolio