Legacy Wealth Managment, Llc/Id ETF Ser Solution Distillate Us Transaction History
Legacy Wealth Managment, Llc/Id
- $145 Million
- Q3 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 4,496 shares of DSTL stock, worth $257,081. This represents 0.18% of its overall portfolio holdings.
Number of Shares
4,496
Previous 5,407
16.85%
Holding current value
$257,081
Previous $299,000
13.04%
% of portfolio
0.18%
Previous 0.25%
Shares
5 transactions
Others Institutions Holding DSTL
# of Institutions
141Shares Held
34.9MCall 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