Oxford Financial Group LTD ETF Ser Solution Distillate Us Transaction History
Oxford Financial Group LTD
- $1.54 Billion
- Q4 2024
A detailed history of Oxford Financial Group LTD transactions in ETF Ser Solution Distillate Us stock. As of the latest transaction made, Oxford Financial Group LTD holds 1,624,792 shares of DSTL stock, worth $90.8 Million. This represents 5.81% of its overall portfolio holdings.
Number of Shares
1,624,792
Previous 1,665,367
2.44%
Holding current value
$90.8 Million
Previous $94.5 Million
5.55%
% of portfolio
5.81%
Previous 6.0%
Shares
6 transactions
Others Institutions Holding DSTL
# of Institutions
142Shares Held
30.5MCall Options Held
0Put Options Held
0-
Carlson Capital Management5.32MShares$297 Million21.21% of portfolio
-
Abacus Planning Group, Inc.1.41MShares$78.8 Million14.01% of portfolio
-
Madison Asset Management, LLC Madison, WI1.32MShares$73.7 Million0.92% of portfolio
-
Madison Investment Advisors, LLC Madison, WI1.32MShares$73.7 Million0.82% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.03MShares$57.3 Million0.12% of portfolio