Sequoia Financial Advisors, LLC ETF Ser Solution Distillate Us Call Options Transaction History
Sequoia Financial Advisors, LLC
- $13 Billion
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DSTL
# of Institutions
147Shares Held
36MCall Options Held
0Put Options Held
0-
Carlson Capital Management5.32MShares$298 Million21.21% of portfolio
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Wealth Enhancement Advisory Services, LLC2.26MShares$127 Million0.22% of portfolio
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Oxford Financial Group LTD Indianapolis, IN1.63MShares$91.5 Million6.21% of portfolio
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Abacus Planning Group, Inc.1.38MShares$77.6 Million12.69% of portfolio
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Madison Asset Management, LLC Madison, WI1.35MShares$75.6 Million0.91% of portfolio