Legacy Wealth Managment, Llc/Id ETF Ser Solution Distillate Us Put Options Transaction History
Legacy Wealth Managment, Llc/Id
- $122 Million
- Q1 2025
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
---|---|---|---|---|---|
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
Others Institutions Holding DSTL
# of Institutions
150Shares Held
35.7MCall Options Held
0Put Options Held
0-
Carlson Capital Management5.32MShares$284 Million21.21% of portfolio
-
Sequoia Financial Advisors, LLC5.26MShares$281 Million2.47% of portfolio
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Oxford Financial Group LTD Indianapolis, IN1.63MShares$87 Million6.21% of portfolio
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Wealth Enhancement Advisory Services, LLC1.45MShares$77.5 Million0.16% of portfolio
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Abacus Planning Group, Inc.1.43MShares$76.2 Million13.91% of portfolio