Oregon Pacific Wealth Management, LLC ETF Ser Solution Distillate Us Transaction History
Oregon Pacific Wealth Management, LLC
- $102 Billion
- Q4 2024
A detailed history of Oregon Pacific Wealth Management, LLC transactions in ETF Ser Solution Distillate Us stock. As of the latest transaction made, Oregon Pacific Wealth Management, LLC holds 100,339 shares of DSTL stock, worth $5.72 Million. This represents 5.4% of its overall portfolio holdings.
Number of Shares
100,339Holding current value
$5.72 Million% of portfolio
5.4%Shares
1 transactions
Others Institutions Holding DSTL
# of Institutions
130Shares Held
28.7MCall Options Held
0Put Options Held
0-
Carlson Capital Management5.49MShares$313 Million22.2% of portfolio
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Oxford Financial Group LTD Indianapolis, IN1.67MShares$94.9 Million6.0% of portfolio
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Madison Asset Management, LLC Madison, WI1.42MShares$80.6 Million1.0% of portfolio
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Abacus Planning Group, Inc.1.35MShares$76.6 Million14.01% of portfolio
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Captrust Financial Advisors Raleigh, NC1.12MShares$64 Million0.19% of portfolio