Herold Advisors, Inc. ETF Ser Solution Distillate Us Transaction History
Herold Advisors, Inc.
- $443 Million
- Q4 2024
A detailed history of Herold Advisors, Inc. transactions in ETF Ser Solution Distillate Us stock. As of the latest transaction made, Herold Advisors, Inc. holds 100,416 shares of DSTL stock, worth $5.44 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
100,416
Previous 102,655
2.18%
Holding current value
$5.44 Million
Previous $5.82 Million
5.31%
% of portfolio
1.24%
Previous 1.3%
Shares
14 transactions
Others Institutions Holding DSTL
# of Institutions
144Shares Held
31.2MCall Options Held
0Put Options Held
0-
Carlson Capital Management5.32MShares$288 Million21.21% of portfolio
-
Oxford Financial Group LTD Indianapolis, IN1.62MShares$88 Million5.81% of portfolio
-
Abacus Planning Group, Inc.1.41MShares$76.3 Million14.01% of portfolio
-
Madison Asset Management, LLC Madison, WI1.32MShares$71.4 Million0.92% of portfolio
-
Madison Investment Advisors, LLC Madison, WI1.32MShares$71.4 Million0.82% of portfolio