Sequoia Financial Advisors, LLC ETF Ser Solution Distillate Us Transaction History
Sequoia Financial Advisors, LLC
- $11.6 Billion
- Q1 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 5,261,045 shares of DSTL stock, worth $270 Million. This represents 2.47% of its overall portfolio holdings.
Number of Shares
5,261,045Holding current value
$270 Million% of portfolio
2.47%Shares
1 transactions
Others Institutions Holding DSTL
# of Institutions
146Shares Held
37MCall Options Held
0Put Options Held
0-
Carlson Capital Management5.32MShares$272 Million21.21% of portfolio
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Oxford Financial Group LTD Indianapolis, IN1.62MShares$83.3 Million5.81% of portfolio
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Wealth Enhancement Advisory Services, LLC1.45MShares$74.3 Million0.16% of portfolio
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Abacus Planning Group, Inc.1.43MShares$73.1 Million13.91% of portfolio
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Madison Asset Management, LLC Madison, WI1.32MShares$67.6 Million0.92% of portfolio