Modera Wealth Management, LLC ETF Ser Solution Distillate Us Transaction History
Modera Wealth Management, LLC
- $8.27 Billion
- Q4 2025
A detailed history of Modera Wealth Management, LLC transactions in ETF Ser Solution Distillate Us stock. As of the latest transaction made, Modera Wealth Management, LLC holds 3,432 shares of DSTL stock, worth $196,241. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,432Holding current value
$196,241% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding DSTL
# of Institutions
144Shares Held
35MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC5.74MShares$328 Million2.28% of portfolio
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Carlson Capital Management5.32MShares$304 Million21.21% of portfolio
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Wealth Enhancement Advisory Services, LLC2.53MShares$145 Million0.22% of portfolio
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Oxford Financial Group LTD Indianapolis, IN1.61MShares$92.3 Million5.31% of portfolio
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Abacus Planning Group, Inc.1.42MShares$81.2 Million11.86% of portfolio