O Donnell Financial Services, LLC ETF Ser Solution Distillate Us Transaction History
O Donnell Financial Services, LLC
- $220 Million
- Q4 2024
A detailed history of O Donnell Financial Services, LLC transactions in ETF Ser Solution Distillate Us stock. As of the latest transaction made, O Donnell Financial Services, LLC holds 477,723 shares of DSTL stock, worth $27.1 Million. This represents 11.94% of its overall portfolio holdings.
Number of Shares
477,723
Previous 479,655
0.4%
Holding current value
$27.1 Million
Previous $27.2 Million
3.58%
% of portfolio
11.94%
Previous 12.86%
Shares
6 transactions
Others Institutions Holding DSTL
# of Institutions
132Shares Held
28.8MCall Options Held
0Put Options Held
0-
Carlson Capital Management5.49MShares$311 Million22.2% of portfolio
-
Oxford Financial Group LTD Indianapolis, IN1.67MShares$94.4 Million6.0% of portfolio
-
Madison Asset Management, LLC Madison, WI1.42MShares$80.2 Million1.0% of portfolio
-
Abacus Planning Group, Inc.1.41MShares$79.8 Million14.01% of portfolio
-
Captrust Financial Advisors Raleigh, NC1.12MShares$63.6 Million0.19% of portfolio