Stonebridge Financial Planning Group, LLC ETF Ser Solution Distillate Us Transaction History
Stonebridge Financial Planning Group, LLC
- $181 Million
- Q1 2024
A detailed history of Stonebridge Financial Planning Group, LLC transactions in ETF Ser Solution Distillate Us stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 20,727 shares of DSTL stock, worth $1.06 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
20,727
Previous 17,671
17.29%
Holding current value
$1.06 Million
Previous $872,000
28.1%
% of portfolio
0.62%
Previous 0.51%
Shares
3 transactions
Others Institutions Holding DSTL
# of Institutions
118Shares Held
25.6MCall Options Held
0Put Options Held
0-
Carlson Capital Management5.35MShares$275 Million22.96% of portfolio
-
Oxford Financial Group LTD Indianapolis, IN1.67MShares$85.9 Million6.26% of portfolio
-
Madison Asset Management, LLC Madison, WI1.29MShares$66.4 Million0.92% of portfolio
-
Abacus Planning Group, Inc.1.26MShares$64.7 Million13.59% of portfolio
-
Wealth Enhancement Advisory Services, LLC966KShares$49.7 Million0.14% of portfolio