Simpli Fi, Inc. ETF Ser Solution Distillate Us Transaction History
Simpli Fi, Inc.
- $220 Million
- Q3 2024
A detailed history of Simpli Fi, Inc. transactions in ETF Ser Solution Distillate Us stock. As of the latest transaction made, Simpli Fi, Inc. holds 204,531 shares of DSTL stock, worth $11.5 Million. This represents 5.26% of its overall portfolio holdings.
Number of Shares
204,531
Previous 211,658
3.37%
Holding current value
$11.5 Million
Previous $10.9 Million
6.67%
% of portfolio
5.26%
Previous 5.02%
Shares
16 transactions
Others Institutions Holding DSTL
# of Institutions
130Shares Held
27.5MCall Options Held
0Put Options Held
0-
Carlson Capital Management5.37MShares$303 Million21.94% of portfolio
-
Oxford Financial Group LTD Indianapolis, IN1.68MShares$95 Million5.71% of portfolio
-
Abacus Planning Group, Inc.1.35MShares$76 Million14.01% of portfolio
-
Captrust Financial Advisors Raleigh, NC1.15MShares$65 Million0.19% of portfolio
-
Madison Asset Management, LLC Madison, WI1.03MShares$58.3 Million0.71% of portfolio