Sequoia Financial Advisors, LLC ETF Ser Solution Distillate Us Transaction History
Sequoia Financial Advisors, LLC
- $13 Billion
- Q2 2025
A detailed history of Sequoia Financial Advisors, LLC transactions in ETF Ser Solution Distillate Us stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 5,403,637 shares of DSTL stock, worth $305 Million. This represents 2.29% of its overall portfolio holdings.
Number of Shares
5,403,637
Previous 5,261,045
2.71%
Holding current value
$305 Million
Previous $285 Million
4.81%
% of portfolio
2.29%
Previous 2.47%
Shares
2 transactions
Others Institutions Holding DSTL
# of Institutions
146Shares Held
36MCall Options Held
0Put Options Held
0-
Carlson Capital Management5.32MShares$300 Million21.21% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.26MShares$128 Million0.22% of portfolio
-
Oxford Financial Group LTD Indianapolis, IN1.63MShares$92.1 Million6.21% 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