Berkeley, Inc DSTL Holdings History

Number of Shares
366,477.00
Current Holdings Value*
$19.88 Mil
% of Portfolio
9.33%
Total Estimate Gain
$1.15 Mil
% of Total Estimate Gain
5.98%

Berkeley, Inc's Distillate U.S. Fundamental Stability & Value ETF Holding Summary

As of 2025-03-31, Berkeley, Inc held 366,477.00 shares of Distillate U.S. Fundamental Stability & Value ETF(DSTL), totaling $19.88 Mil. This investment constitutes 9.33% of their stock portfolio, and Berkeley, Inc now holds 1.06% of the outstanding Distillate U.S. Fundamental Stability & Value ETF(DSTL) stock.

The initial trade took place in 2024Q2. And since then Berkeley, Inc has made 4 purchases of DSTL, at an average price of $52.38, for a total of 366,477.00 shares. Based on historical transaction data and DSTL's current price of $55.51, Berkeley, Inc's estimated gain on his DSTL holdings is $1.15 Mil, reflecting a 5.98% gain to date.

Berkeley, Inc DSTL ($55.51) Holding Chart

Berkeley, Inc DSTL ($55.51) 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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