Stonebridge Financial Planning Group, LLC ETF Ser Solution Distillate Us Transaction History
Stonebridge Financial Planning Group, LLC
- $254 Million
- Q3 2025
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 68,185 shares of DSTL stock, worth $3.9 Million. This represents 1.56% of its overall portfolio holdings.
Number of Shares
68,185
Previous 69,317
1.63%
Holding current value
$3.9 Million
Previous $3.84 Million
3.02%
% of portfolio
1.56%
Previous 1.68%
Shares
9 transactions
Others Institutions Holding DSTL
# of Institutions
141Shares Held
34.9MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC5.74MShares$328 Million2.28% of portfolio
-
Carlson Capital Management5.32MShares$304 Million21.21% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.4MShares$137 Million0.23% of portfolio
-
Oxford Financial Group LTD Indianapolis, IN1.61MShares$92.3 Million5.31% of portfolio
-
Abacus Planning Group, Inc.1.38MShares$79.1 Million12.02% of portfolio