New Edge Advisors, LLC ETF Ser Solution Distillate Us Transaction History
New Edge Advisors, LLC
- $16 Billion
- Q4 2024
Shares
4 transactions
Others Institutions Holding DSTL
# of Institutions
146Shares Held
35.3MCall Options Held
0Put Options Held
0-
Carlson Capital Management5.32MShares$279 Million21.21% of portfolio
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Sequoia Financial Advisors, LLC5.26MShares$277 Million2.47% of portfolio
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Oxford Financial Group LTD Indianapolis, IN1.62MShares$85.4 Million5.81% of portfolio
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Wealth Enhancement Advisory Services, LLC1.45MShares$76.3 Million0.16% of portfolio
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Abacus Planning Group, Inc.1.43MShares$75 Million13.91% of portfolio