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Etf Ser Solutions distillate us shares owned by Heritage Oak Wealth Advisors

Quarter-by-quarter ownership of Etf Ser Solutions distillate us (DSTL) shares owned by Heritage Oak Wealth Advisors from 13F filings

Historical chart of Heritage Oak Wealth Advisors 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 Heritage Oak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Etf Ser Solutions distillate us by Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $539k 11k 51.39

More positions owned by Heritage Oak Wealth Advisors

Wal-Mart Stores (WMT)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Core Scientific *w Exp 01/23/202 (CORZZ)
Apple (AAPL)
Humana (HUM)
Spdr Gold Tr Gold Shs (GLD)
Dbx Etf Tr Xtrack Usd High (HYLB)
Spdr Ser Tr Portfli High Yld (SPHY)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Core Scientific *w Exp 01/23/202 (CORZW)
Core Scientific (CORZ)

View all positions for Heritage Oak Wealth Advisors

Top funds holding Etf Ser Solutions distillate us

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

View all funds holding Etf Ser Solutions distillate us