Geo Wealth Management, LLC ETF Ser Solution Distillate Us Transaction History
Geo Wealth Management, LLC
- $2.58 Billion
- Q3 2025
A detailed history of Geo Wealth Management, LLC transactions in ETF Ser Solution Distillate Us stock. As of the latest transaction made, Geo Wealth Management, LLC holds 5,778 shares of DSTL stock, worth $330,386. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,778
Previous 6,447
10.38%
Holding current value
$330,386
Previous $356,000
6.18%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding DSTL
# of Institutions
142Shares Held
35MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC5.74MShares$328 Million2.28% of portfolio
-
Carlson Capital Management5.32MShares$304 Million21.21% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.53MShares$145 Million0.22% of portfolio
-
Oxford Financial Group LTD Indianapolis, IN1.61MShares$92.3 Million5.31% of portfolio
-
Abacus Planning Group, Inc.1.38MShares$79.1 Million12.02% of portfolio