Wealth Care Investment Partners, LLC ETF Ser Solution Distillate Us Transaction History
Wealth Care Investment Partners, LLC
- $218 Million
- Q4 2024
A detailed history of Wealth Care Investment Partners, LLC transactions in ETF Ser Solution Distillate Us stock. As of the latest transaction made, Wealth Care Investment Partners, LLC holds 9,845 shares of DSTL stock, worth $561,952. This represents 0.25% of its overall portfolio holdings.
Number of Shares
9,845
Previous 9,803
0.43%
Holding current value
$561,952
Previous $556,000
2.88%
% of portfolio
0.25%
Previous 0.25%
Shares
9 transactions
Others Institutions Holding DSTL
# of Institutions
135Shares Held
29.5MCall Options Held
0Put Options Held
0-
Carlson Capital Management5.49MShares$313 Million22.2% of portfolio
-
Oxford Financial Group LTD Indianapolis, IN1.67MShares$95.1 Million6.0% of portfolio
-
Madison Asset Management, LLC Madison, WI1.42MShares$80.8 Million1.0% of portfolio
-
Abacus Planning Group, Inc.1.41MShares$80.4 Million14.01% of portfolio
-
Captrust Financial Advisors Raleigh, NC1.12MShares$64.1 Million0.19% of portfolio