Sequoia Financial Advisors, LLC ETF Ser Solution Distillate Us Transaction History
Sequoia Financial Advisors, LLC
- $18.2 Billion
- Q2 2025
Shares
2 transactions
Others Institutions Holding DSTL
# of Institutions
147Shares Held
28.8MCall Options Held
0Put Options Held
0-
Carlson Capital Management5.32MShares$307 Million21.21% of portfolio
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Wealth Enhancement Advisory Services, LLC2.26MShares$130 Million0.22% of portfolio
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Oxford Financial Group LTD Indianapolis, IN1.67MShares$96.4 Million5.49% of portfolio
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Abacus Planning Group, Inc.1.38MShares$79.8 Million12.69% of portfolio
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Madison Investment Advisors, LLC Madison, WI1.32MShares$76.2 Million0.82% of portfolio