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

Life Planning Partners, Inc

$111 Million
Q3 2024

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

131

Shares Held

28.6M

Call Options Held

0

Put Options Held

0

Carlson Capital Management

5.49M
Shares

$315 Million
22.2% of portfolio
Oxford Financial Group LTD Indianapolis, IN

1.67M
Shares

$95.6 Million
6.0% of portfolio
Madison Asset Management, LLC Madison, WI

1.42M
Shares

$81.3 Million
1.0% of portfolio
Abacus Planning Group, Inc.

1.35M
Shares

$77.3 Million
14.01% of portfolio
Captrust Financial Advisors Raleigh, NC

1.12M
Shares

$64.5 Million
0.19% of portfolio

About ETF SER SOLUTION DISTILLATE US

Ticker DSTL
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