Number of Shares
474,470.00
Current Holdings Value*
$25.74 Mil
% of Portfolio
10.62%
Total Estimate Gain
$6.00 Mil
% of Total Estimate Gain
18.07%

ODonnell Financial Services, LLC's Distillate U.S. Fundamental Stability & Value ETF Holding Summary

As of 2025-03-31, ODonnell Financial Services, LLC held 474,470.00 shares of Distillate U.S. Fundamental Stability & Value ETF(DSTL), totaling $25.74 Mil. This investment constitutes 10.62% of their stock portfolio, and ODonnell Financial Services, LLC now holds 1.37% of the outstanding Distillate U.S. Fundamental Stability & Value ETF(DSTL) stock.

The initial trade took place in 2023Q3. And since then ODonnell Financial Services, LLC has made 3 purchases of DSTL, at an average price of $46.02, for a total of 720,897.00 shares. In addition, there have been 4 sales at an average price of $51.16 for 246,427.00 shares. Based on historical transaction data and DSTL's current price of $55.99, ODonnell Financial Services, LLC's estimated gain on his DSTL holdings is $6.00 Mil, reflecting a 18.07% gain to date.

ODonnell Financial Services, LLC DSTL ($55.99) Holding Chart

ODonnell Financial Services, LLC DSTL ($55.99) 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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