Purchases and Sales Made in Q4 2024 in ETF Ser Solution Distillate Us (DSTL)
This table provides information about the institutional ownership of ETF Ser Solution Distillate Us (DSTL) during Q4 2024. The information is specifically focused on institutions that hold shares of ETF SER SOLUTION DISTILLATE US.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-10.3K- 71.41% |
$563K - $605K
|
4.11K
$230K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-11.7K- 21.56% |
$643K - $691K
|
42.7K
$2.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-12.9K- 1.86% |
$709K - $762K
|
685K
$38.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-15.4K- 6.29% |
$842K - $906K
|
229K
$12.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-19.5K- 1.94% |
$1.07M - $1.15M
|
988K
$55.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-25.2K- 4.14% |
$1.38M - $1.48M
|
584K
$32.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-27.4K- 55.17% |
$1.5M - $1.62M
|
22.3K
$1.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-40.6K- 2.44% |
$2.22M - $2.39M
|
1.62M
$90.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-51.7K- 44.78% |
$2.83M - $3.04M
|
63.7K
$3.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-62.3K- 20.14% |
$3.41M - $3.67M
|
247K
$13.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-96.9K- 6.84% |
$5.3M - $5.7M
|
1.32M
$73.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
SELL
|
- |
-173K- 3.15% |
$9.46M - $10.2M
|
5.32M
$297M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-316K- 99.16% |
$17.3M - $18.6M
|
2.67K
$149K
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-332K- 65.18% |
$18.1M - $19.5M
|
177K
$9.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-873K- 77.74% |
$47.8M - $51.4M
|
250K
$14M
|