Life Planning Partners, Inc ETF Ser Solution Distillate Us Transaction History

Life Planning Partners, Inc

$120 Million
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 19, 2024	BUY	$42.54 - $49.68 $510 - $596	12 New	12 $0

Others Institutions Holding DSTL

# of Institutions

148

Shares Held

28.8M

Call Options Held

0

Put Options Held

0

Carlson Capital Management

5.32M
Shares

$310 Million
21.21% of portfolio
Wealth Enhancement Advisory Services, LLC

2.26M
Shares

$132 Million
0.22% of portfolio
Oxford Financial Group LTD Indianapolis, IN

1.67M
Shares

$97.3 Million
5.49% of portfolio
Abacus Planning Group, Inc.

1.38M
Shares

$80.6 Million
12.69% of portfolio
Madison Investment Advisors, LLC Madison, WI

1.32M
Shares

$76.9 Million
0.82% of portfolio

About ETF SER SOLUTION DISTILLATE US

Ticker DSTL
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