Stonebridge Financial Planning Group, LLC ETF Ser Solution Distillate Us Transaction History

Stonebridge Financial Planning Group, LLC

$215 Million
Q4 2024

A detailed history of Stonebridge Financial Planning Group, LLC transactions in ETF Ser Solution Distillate Us stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 53,137 shares of DSTL stock, worth $3.03 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares

53,137

Previous 30,519 74.11%

Holding current value

$3.03 Million

Previous $1.73 Million 68.57%

% of portfolio

1.36%

Previous 0.86%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 18, 2025	BUY	$54.74 - $58.88 $1.24 Million - $1.33 Million	22,618 Added 74.11%	53,137 $2.92 Million
Q3 2024 Nov 08, 2024	BUY	$50.87 - $56.8 $458,593 - $512,052	9,015 Added 41.92%	30,519 $1.73 Million
Q2 2024 Aug 07, 2024	BUY	$50.71 - $53.66 $39,401 - $41,693	777 Added 3.75%	21,504 $1.11 Million
Q1 2024 May 13, 2024	BUY	$48.63 - $53.91 $148,613 - $164,748	3,056 Added 17.29%	20,727 $1.12 Million
Q4 2023 Feb 05, 2024	BUY	$42.54 - $49.68 $307,394 - $358,987	7,226 Added 69.18%	17,671 $872,000
Q3 2023 Nov 07, 2023	BUY	$44.39 - $47.06 $463,653 - $491,541	10,445 New	10,445 $466,000

Others Institutions Holding DSTL

# of Institutions

142

Shares Held

30.5M

Call Options Held

Put Options Held

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About ETF SER SOLUTION DISTILLATE US

Ticker DSTL
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Stonebridge Financial Planning Group, LLC ETF Ser Solution Distillate Us Transaction History