Sequoia Financial Advisors, LLC DSTL Holdings History
Sequoia Financial Advisors, LLC's Distillate U.S. Fundamental Stability & Value ETF Holding Summary
As of 2025-03-31, Sequoia Financial Advisors, LLC held 5.26 Mil shares of Distillate U.S. Fundamental Stability & Value ETF(DSTL), totaling $285.36 Mil. This investment constitutes 2.2% of their stock portfolio, and Sequoia Financial Advisors, LLC now holds 15.05% of the outstanding Distillate U.S. Fundamental Stability & Value ETF(DSTL) stock.
The initial trade took place in 2025Q1. And since then Sequoia Financial Advisors, LLC has made 1 purchases of DSTL, at an average price of $55.73, for a total of 5.26 Mil shares. Based on historical transaction data and DSTL's current price of $56.29, Sequoia Financial Advisors, LLC's estimated gain on his DSTL holdings is $2.95 Mil, reflecting a 1.00% gain to date.
Sequoia Financial Advisors, LLC DSTL ($56.29) Holding Chart
Sequoia Financial Advisors, LLC 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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