U.S. Capital Wealth Advisors, LLC ETF Ser Solution Distillate Us Transaction History
U.S. Capital Wealth Advisors, LLC
- $3.03 Billion
- Q4 2024
A detailed history of U.S. Capital Wealth Advisors, LLC transactions in ETF Ser Solution Distillate Us stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 8,460 shares of DSTL stock, worth $472,998. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,460
Previous 7,910
6.95%
Holding current value
$472,998
Previous $448,000
3.57%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding DSTL
# of Institutions
142Shares Held
30.5MCall Options Held
0Put Options Held
0-
Carlson Capital Management5.32MShares$297 Million21.21% of portfolio
-
Oxford Financial Group LTD Indianapolis, IN1.62MShares$90.8 Million5.81% of portfolio
-
Abacus Planning Group, Inc.1.41MShares$78.8 Million14.01% of portfolio
-
Madison Investment Advisors, LLC Madison, WI1.32MShares$73.7 Million0.82% of portfolio
-
Madison Asset Management, LLC Madison, WI1.32MShares$73.7 Million0.92% of portfolio