Tradition Wealth Management, LLC ETF Ser Solution Distillate Us Transaction History
Tradition Wealth Management, LLC
- $1.06 Billion
- Q4 2024
A detailed history of Tradition Wealth Management, LLC transactions in ETF Ser Solution Distillate Us stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 8,215 shares of DSTL stock, worth $427,508. This represents 0.04% of its overall portfolio holdings.
Number of Shares
8,215
Previous 8,204
0.13%
Holding current value
$427,508
Previous $465,000
3.01%
% of portfolio
0.04%
Previous 0.04%
Shares
8 transactions
Others Institutions Holding DSTL
# of Institutions
146Shares Held
37MCall Options Held
0Put Options Held
0-
Carlson Capital Management5.32MShares$277 Million21.21% of portfolio
-
Sequoia Financial Advisors, LLC5.26MShares$274 Million2.47% of portfolio
-
Oxford Financial Group LTD Indianapolis, IN1.62MShares$84.6 Million5.81% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.45MShares$75.5 Million0.16% of portfolio
-
Abacus Planning Group, Inc.1.43MShares$74.3 Million13.91% of portfolio