Sunbeam Capital Management, LLC ETF Ser Solution Distillate Us Transaction History
Sunbeam Capital Management, LLC
- $132 Billion
- Q2 2025
A detailed history of Sunbeam Capital Management, LLC transactions in ETF Ser Solution Distillate Us stock. As of the latest transaction made, Sunbeam Capital Management, LLC holds 155,720 shares of DSTL stock, worth $9.08 Million. This represents 6.53% of its overall portfolio holdings.
Number of Shares
155,720
Previous 132,512
17.51%
Holding current value
$9.08 Million
Previous $7.19 Billion
19.92%
% of portfolio
6.53%
Previous 6.84%
Shares
4 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