Sage Advisory Services, Ltd.Co. ETF Ser Solution Distillate Us Transaction History
Sage Advisory Services, Ltd.Co.
- $169 Million
- Q4 2024
A detailed history of Sage Advisory Services, Ltd.Co. transactions in ETF Ser Solution Distillate Us stock. As of the latest transaction made, Sage Advisory Services, Ltd.Co. holds 177,096 shares of DSTL stock, worth $9.31 Million. This represents 5.77% of its overall portfolio holdings.
Number of Shares
177,096
Previous 508,638
65.18%
Holding current value
$9.31 Million
Previous $28.9 Million
66.29%
% of portfolio
5.77%
Previous 7.7%
Shares
4 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
-
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