Oxford Financial Group LTD ETF Ser Solution Distillate Us Transaction History
Oxford Financial Group LTD
- $1.42 Billion
- Q1 2025
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 1,629,072 shares of DSTL stock, worth $90.9 Million. This represents 6.21% of its overall portfolio holdings.
Number of Shares
1,629,072
Previous 1,624,792
0.26%
Holding current value
$90.9 Million
Previous $89.2 Million
0.98%
% of portfolio
6.21%
Previous 5.81%
Shares
7 transactions
Others Institutions Holding DSTL
# of Institutions
146Shares Held
36.1MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC5.4MShares$301 Million2.29% of portfolio
-
Carlson Capital Management5.32MShares$297 Million21.21% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.26MShares$126 Million0.22% of portfolio
-
Abacus Planning Group, Inc.1.38MShares$77.1 Million12.69% of portfolio
-
Madison Asset Management, LLC Madison, WI1.35MShares$75.1 Million0.91% of portfolio