GeoWealth Management »

Etf Ser Solutions distillate us shares owned by GeoWealth Management

Quarter-by-quarter ownership of Etf Ser Solutions distillate us (DSTL) shares owned by GeoWealth Management from 13F filings

Historical chart of GeoWealth Management investment in Etf Ser Solutions distillate us

Tip: Access up to 7 years of quarterly data

All positions including Etf Ser Solutions distillate us held by GeoWealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Etf Ser Solutions distillate us by GeoWealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $18M 309k 56.73
2024-06-30 $2.3M 44k 51.39
2022-12-31 $999 27 37.04

More positions owned by GeoWealth Management

Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Large Cap Etf (VV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Exchange Listed Fds Tr Cabana Target 10 (TDSC)
Ishares Tr Core Intl Aggr (IAGG)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr TRS FLT RT BD (TFLO)
Exchange Listed Fds Tr Cabana Moderate (CLSM)
Dimensional Etf Trust World Ex Us Core (DFAX)

View all positions for GeoWealth Management

Top funds holding Etf Ser Solutions distillate us

Carlson Capital Management
Oxford Financial
Madison Asset Management
Abacus Planning Group
Captrust Financial Advisors
LPL Financial
Shufro Rose & Co
Wealth Enhancement Advisory Services
Resonant Capital Advisors
H D Vest Advisory Services
Allen Capital Group
JJJ Advisors
Green Square Capital
Royal Bank of Canada
Park National Corp

View all funds holding Etf Ser Solutions distillate us