JANICZEK WEALTH MANAGEMENT, LLC DSTL Holdings History
JANICZEK WEALTH MANAGEMENT, LLC's Distillate U.S. Fundamental Stability & Value ETF Holding Summary
As of 2024-06-30, JANICZEK WEALTH MANAGEMENT, LLC held 619,302.00 shares of Distillate U.S. Fundamental Stability & Value ETF(DSTL), totaling $31.83 Mil. This investment constitutes 6.67% of their stock portfolio, and JANICZEK WEALTH MANAGEMENT, LLC now holds -% of the outstanding Distillate U.S. Fundamental Stability & Value ETF(DSTL) stock.
The initial trade took place in 2021Q4. And since then JANICZEK WEALTH MANAGEMENT, LLC has made 11 purchases of DSTL, at an average price of $44.94, for a total of 621,114.00 shares. In addition, there have been 1 sales at an average price of $41.82 for 1,812.00 shares. Based on historical transaction data and DSTL's current price of $55.92, JANICZEK WEALTH MANAGEMENT, LLC's estimated gain on his DSTL holdings is $6.80 Mil, reflecting a 24.35% gain to date.
JANICZEK WEALTH MANAGEMENT, LLC DSTL ($55.92) Holding Chart
JANICZEK WEALTH MANAGEMENT, LLC DSTL ($55.92) 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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