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 $5.22 Million. This represents 5.4% of its overall portfolio holdings.
Number of Shares
100,339Holding current value
$5.22 Million% of portfolio
5.4%Shares
1 transactions
Others Institutions Holding DSTL
# of Institutions
146Shares Held
37MCall Options Held
0Put Options Held
0-
Carlson Capital Management5.32MShares$277 Million21.21% of portfolio
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Sequoia Financial Advisors, LLC5.26MShares$274 Million2.47% of portfolio
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Oxford Financial Group LTD Indianapolis, IN1.62MShares$84.6 Million5.81% of portfolio
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Wealth Enhancement Advisory Services, LLC1.45MShares$75.5 Million0.16% of portfolio
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Abacus Planning Group, Inc.1.43MShares$74.3 Million13.91% of portfolio