Spire Wealth Management ETF Ser Solution Distillate Us Transaction History
Spire Wealth Management
- $2.7 Billion
- Q2 2025
A detailed history of Spire Wealth Management transactions in ETF Ser Solution Distillate Us stock. As of the latest transaction made, Spire Wealth Management holds 2,060 shares of DSTL stock, worth $120,180. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,060
Previous 2,060
-0.0%
Holding current value
$120,180
Previous $111,000
2.7%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding DSTL
# of Institutions
148Shares Held
28.8MCall Options Held
0Put Options Held
0-
Carlson Capital Management5.32MShares$310 Million21.21% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.26MShares$132 Million0.22% of portfolio
-
Oxford Financial Group LTD Indianapolis, IN1.67MShares$97.3 Million5.49% of portfolio
-
Abacus Planning Group, Inc.1.38MShares$80.6 Million12.69% of portfolio
-
Madison Investment Advisors, LLC Madison, WI1.32MShares$76.9 Million0.82% of portfolio