Legacy Wealth Managment, Llc/Id ETF Ser Solution Distillate Us Transaction History
Legacy Wealth Managment, Llc/Id
- $120 Million
- Q2 2025
A detailed history of Legacy Wealth Managment, Llc/Id transactions in ETF Ser Solution Distillate Us stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 5,407 shares of DSTL stock, worth $298,250. This represents 0.25% of its overall portfolio holdings.
Number of Shares
5,407
Previous 5,024
7.62%
Holding current value
$298,250
Previous $272,000
9.93%
% of portfolio
0.25%
Previous 0.22%
Shares
4 transactions
Others Institutions Holding DSTL
# of Institutions
142Shares Held
30.1MCall Options Held
0Put Options Held
0-
Carlson Capital Management5.32MShares$293 Million21.21% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.26MShares$125 Million0.22% of portfolio
-
Oxford Financial Group LTD Indianapolis, IN1.63MShares$89.9 Million6.21% of portfolio
-
Abacus Planning Group, Inc.1.38MShares$76.2 Million12.69% of portfolio
-
Madison Asset Management, LLC Madison, WI1.35MShares$74.2 Million0.91% of portfolio