Oregon Pacific Wealth Management, LLC ETF Ser Solution Distillate Us Transaction History
Oregon Pacific Wealth Management, LLC
- $100 Billion
- Q1 2025
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 13,107 shares of DSTL stock, worth $689,034. This represents 0.71% of its overall portfolio holdings.
Number of Shares
13,107
Previous 100,339
86.94%
Holding current value
$689,034
Previous $5.51 Billion
87.1%
% of portfolio
0.71%
Previous 5.4%
Shares
2 transactions
Others Institutions Holding DSTL
# of Institutions
147Shares Held
36.9MCall Options Held
0Put Options Held
0-
Carlson Capital Management5.32MShares$279 Million21.21% of portfolio
-
Sequoia Financial Advisors, LLC5.26MShares$277 Million2.47% of portfolio
-
Oxford Financial Group LTD Indianapolis, IN1.62MShares$85.4 Million5.81% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.45MShares$76.3 Million0.16% of portfolio
-
Abacus Planning Group, Inc.1.43MShares$75 Million13.91% of portfolio