Steward Partners Investment Advisory, LLC ETF Ser Solution Distillate Us Transaction History
Steward Partners Investment Advisory, LLC
- $12.3 Billion
- Q2 2025
A detailed history of Steward Partners Investment Advisory, LLC transactions in ETF Ser Solution Distillate Us stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 1,627 shares of DSTL stock, worth $94,919. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,627
Previous 6,596
75.33%
Holding current value
$94,919
Previous $357,000
74.79%
% of portfolio
0.0%
Previous 0.0%
Shares
8 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