Landmark Wealth Management, Inc. ETF Ser Solution Distillate Us Transaction History
Landmark Wealth Management, Inc.
- $205 Billion
- Q4 2024
A detailed history of Landmark Wealth Management, Inc. transactions in ETF Ser Solution Distillate Us stock. As of the latest transaction made, Landmark Wealth Management, Inc. holds 229,222 shares of DSTL stock, worth $12.1 Million. This represents 6.13% of its overall portfolio holdings.
Number of Shares
229,222
Previous 244,611
6.29%
Holding current value
$12.1 Million
Previous $13.9 Billion
9.27%
% of portfolio
6.13%
Previous 6.91%
Shares
3 transactions
Others Institutions Holding DSTL
# of Institutions
147Shares Held
37MCall Options Held
0Put Options Held
0-
Carlson Capital Management5.32MShares$279 Million21.21% of portfolio
-
Sequoia Financial Advisors, LLC5.26MShares$277 Million2.47% of portfolio
-
Oxford Financial Group LTD Indianapolis, IN1.62MShares$85.4 Million5.81% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.45MShares$76.3 Million0.16% of portfolio
-
Abacus Planning Group, Inc.1.43MShares$75 Million13.91% of portfolio