Clearview Wealth Advisors LLC ETF Ser Solution Distillate Us Transaction History

Clearview Wealth Advisors LLC

$130 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 29, 2022	SELL	$42.45 - $46.59 $1,273 - $1,397	-30 Closed	0 $0
Q1 2021 May 06, 2021	BUY	$35.85 - $39.83 $1,075 - $1,194	30 New	30 $1,000

Others Institutions Holding DSTL

# of Institutions

142

Shares Held

30.8M

Call Options Held

0

Put Options Held

0

Carlson Capital Management

5.32M
Shares

$299 Million
21.21% of portfolio
Oxford Financial Group LTD Indianapolis, IN

1.62M
Shares

$91.4 Million
5.81% of portfolio
Abacus Planning Group, Inc.

1.41M
Shares

$79.2 Million
14.01% of portfolio
Madison Investment Advisors, LLC Madison, WI

1.32M
Shares

$74.2 Million
0.82% of portfolio
Madison Asset Management, LLC Madison, WI

1.32M
Shares

$74.2 Million
0.92% 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 Clearview Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearview Wealth Advisors LLC with notifications on news.