Steward Partners Investment Advisory, LLC ETF Ser Solution Distillate Us Transaction History
Steward Partners Investment Advisory, LLC
- $10.9 Billion
- Q1 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 6,596 shares of DSTL stock, worth $352,358. This represents 0.0% of its overall portfolio holdings.
Number of Shares
6,596
Previous 8,789
24.95%
Holding current value
$352,358
Previous $482,000
25.93%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding DSTL
# of Institutions
150Shares Held
35.7MCall Options Held
0Put Options Held
0-
Carlson Capital Management5.32MShares$284 Million21.21% of portfolio
-
Sequoia Financial Advisors, LLC5.26MShares$281 Million2.47% of portfolio
-
Oxford Financial Group LTD Indianapolis, IN1.63MShares$87 Million6.21% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.45MShares$77.5 Million0.16% of portfolio
-
Abacus Planning Group, Inc.1.43MShares$76.2 Million13.91% of portfolio