Number of Shares
1.43 Mil
Current Holdings Value*
$77.41 Mil
% of Portfolio
13.57%
Total Estimate Gain
$16.41 Mil
% of Total Estimate Gain
25.68%

Abacus Planning Group, Inc.'s Distillate U.S. Fundamental Stability & Value ETF Holding Summary

As of 2025-03-31, Abacus Planning Group, Inc. held 1.43 Mil shares of Distillate U.S. Fundamental Stability & Value ETF(DSTL), totaling $77.41 Mil. This investment constitutes 13.57% of their stock portfolio, and Abacus Planning Group, Inc. now holds 4.14% of the outstanding Distillate U.S. Fundamental Stability & Value ETF(DSTL) stock.

The initial trade took place in 2021Q3. And since then Abacus Planning Group, Inc. has made 15 purchases of DSTL, at an average price of $44.79, for a total of 1.43 Mil shares. Based on historical transaction data and DSTL's current price of $56.29, Abacus Planning Group, Inc.'s estimated gain on his DSTL holdings is $16.41 Mil, reflecting a 25.68% gain to date.

Abacus Planning Group, Inc. DSTL ($56.29) Holding Chart

Abacus Planning Group, Inc. DSTL ($56.29) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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