Oxford Financial Group LTD ETF Ser Solution Distillate Us Transaction History
Oxford Financial Group LTD
- $1.54 Billion
- Q4 2024
A detailed history of Oxford Financial Group LTD transactions in ETF Ser Solution Distillate Us stock. As of the latest transaction made, Oxford Financial Group LTD holds 1,624,792 shares of DSTL stock, worth $85.4 Million. This represents 5.81% of its overall portfolio holdings.
Number of Shares
1,624,792
Previous 1,665,367
2.44%
Holding current value
$85.4 Million
Previous $94.5 Million
5.55%
% of portfolio
5.81%
Previous 6.0%
Shares
6 transactions
Others Institutions Holding DSTL
# of Institutions
147Shares Held
37MCall 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
-
Wealth Enhancement Advisory Services, LLC1.45MShares$76.3 Million0.16% of portfolio
-
Abacus Planning Group, Inc.1.43MShares$75 Million13.91% of portfolio
-
Madison Asset Management, LLC Madison, WI1.32MShares$69.3 Million0.92% of portfolio