Sequoia Financial Advisors, LLC ETF Ser Solution Distillate Us Call Options Transaction History
Sequoia Financial Advisors, LLC
- $14.6 Billion
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DSTL
# of Institutions
151Shares Held
34.5MCall Options Held
0Put Options Held
0-
Carlson Capital Management5.32MShares$300 Million21.21% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.4MShares$136 Million0.23% of portfolio
-
Oxford Financial Group LTD Indianapolis, IN1.67MShares$94.1 Million5.49% of portfolio
-
Abacus Planning Group, Inc.1.38MShares$78.1 Million12.02% of portfolio
-
Madison Investment Advisors, LLC Madison, WI1.32MShares$74.4 Million0.82% of portfolio