Richard W. Paul & Associates, LLC ETF Ser Solution Distillate Us Call Options Transaction History
Richard W. Paul & Associates, LLC
- $255 Billion
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DSTL
# of Institutions
145Shares Held
35.8MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC5.4MShares$298 Million2.29% of portfolio
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Carlson Capital Management5.32MShares$293 Million21.21% of portfolio
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Wealth Enhancement Advisory Services, LLC2.26MShares$124 Million0.22% of portfolio
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Oxford Financial Group LTD Indianapolis, IN1.63MShares$89.7 Million6.21% of portfolio
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Abacus Planning Group, Inc.1.38MShares$76.1 Million12.69% of portfolio