Sequoia Financial Advisors, LLC ETF Ser Solution Distillate Us Transaction History
Sequoia Financial Advisors, LLC
- $14.6 Billion
- Q3 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 5,744,635 shares of DSTL stock, worth $326 Million. This represents 2.28% of its overall portfolio holdings.
Number of Shares
5,744,635Holding current value
$326 Million% of portfolio
2.28%Shares
3 transactions
Others Institutions Holding DSTL
# of Institutions
149Shares Held
34.5MCall Options Held
0Put Options Held
0-
Carlson Capital Management5.32MShares$302 Million21.21% of portfolio
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Wealth Enhancement Advisory Services, LLC2.4MShares$136 Million0.23% of portfolio
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Oxford Financial Group LTD Indianapolis, IN1.67MShares$94.7 Million5.49% of portfolio
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Abacus Planning Group, Inc.1.38MShares$78.5 Million12.02% of portfolio
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Madison Investment Advisors, LLC Madison, WI1.32MShares$74.9 Million0.82% of portfolio