Oregon Pacific Wealth Management, LLC ETF Ser Solution Distillate Us Transaction History
Oregon Pacific Wealth Management, LLC
- $102 Billion
- Q4 2024
A detailed history of Oregon Pacific Wealth Management, LLC transactions in ETF Ser Solution Distillate Us stock. As of the latest transaction made, Oregon Pacific Wealth Management, LLC holds 100,339 shares of DSTL stock, worth $5.4 Million. This represents 5.4% of its overall portfolio holdings.
Number of Shares
100,339Holding current value
$5.4 Million% of portfolio
5.4%Shares
1 transactions
Others Institutions Holding DSTL
# of Institutions
145Shares Held
31.3MCall Options Held
0Put Options Held
0-
Carlson Capital Management5.32MShares$286 Million21.21% of portfolio
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Oxford Financial Group LTD Indianapolis, IN1.62MShares$87.5 Million5.81% of portfolio
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Abacus Planning Group, Inc.1.41MShares$75.9 Million14.01% of portfolio
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Madison Investment Advisors, LLC Madison, WI1.32MShares$71 Million0.82% of portfolio
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Madison Asset Management, LLC Madison, WI1.32MShares$71 Million0.92% of portfolio