Wealth Quarterback LLC ETF Ser Solution Distillate Us Transaction History

Wealth Quarterback LLC

$192 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 17, 2020	SELL	$23.78 - $31.85 $13,340 - $17,867	-561 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$27.01 - $31.09 $15,152 - $17,441	561 New	561 $17,000

Others Institutions Holding DSTL

# of Institutions

131

Shares Held

28.6M

Call Options Held

0

Put Options Held

0

Carlson Capital Management

5.49M
Shares

$322 Million
22.2% of portfolio
Oxford Financial Group LTD Indianapolis, IN

1.67M
Shares

$97.7 Million
6.0% of portfolio
Madison Asset Management, LLC Madison, WI

1.42M
Shares

$83 Million
1.0% of portfolio
Abacus Planning Group, Inc.

1.35M
Shares

$78.9 Million
14.01% of portfolio
Captrust Financial Advisors Raleigh, NC

1.12M
Shares

$65.9 Million
0.19% of portfolio

About ETF SER SOLUTION DISTILLATE US

Ticker DSTL
Sector ETFs
Industry ETFs

More about DSTL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Quarterback LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Quarterback LLC with notifications on news.