Oxford Financial Group LTD ETF Ser Solution Distillate Us Call Options Transaction History
Oxford Financial Group LTD
- $1.42 Billion
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
---|
Others Institutions Holding DSTL
# of Institutions
146Shares Held
36MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC5.4MShares$305 Million2.29% of portfolio
-
Carlson Capital Management5.32MShares$300 Million21.21% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.26MShares$128 Million0.22% of portfolio
-
Abacus Planning Group, Inc.1.38MShares$78.1 Million12.69% of portfolio
-
Madison Asset Management, LLC Madison, WI1.35MShares$76.1 Million0.91% of portfolio