Number of Shares
32,019.00
Current Holdings Value*
$1.74 Mil
% of Portfolio
0.83%
Total Estimate Gain
$959,449.42
% of Total Estimate Gain
7.55%

LANDMARK WEALTH MANAGEMENT, INC.'s Distillate U.S. Fundamental Stability & Value ETF Holding Summary

As of 2025-03-31, LANDMARK WEALTH MANAGEMENT, INC. held 32,019.00 shares of Distillate U.S. Fundamental Stability & Value ETF(DSTL), totaling $1.74 Mil. This investment constitutes 0.83% of their stock portfolio, and LANDMARK WEALTH MANAGEMENT, INC. now holds 0.09% of the outstanding Distillate U.S. Fundamental Stability & Value ETF(DSTL) stock.

The initial trade took place in 2024Q2. And since then LANDMARK WEALTH MANAGEMENT, INC. has made 2 purchases of DSTL, at an average price of $51.96, for a total of 244,611.00 shares. In addition, there have been 2 sales at an average price of $55.81 for 212,592.00 shares. Based on historical transaction data and DSTL's current price of $56.33, LANDMARK WEALTH MANAGEMENT, INC.'s estimated gain on his DSTL holdings is $959,449.42, reflecting a 7.55% gain to date.

LANDMARK WEALTH MANAGEMENT, INC. DSTL ($56.33) Holding Chart

LANDMARK WEALTH MANAGEMENT, INC. DSTL ($56.33) 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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