Stonebridge Financial Planning Group, LLC DSTL Holdings History
Stonebridge Financial Planning Group, LLC's Distillate U.S. Fundamental Stability & Value ETF Holding Summary
As of 2025-03-31, Stonebridge Financial Planning Group, LLC held 70,026.00 shares of Distillate U.S. Fundamental Stability & Value ETF(DSTL), totaling $3.80 Mil. This investment constitutes 1.73% of their stock portfolio, and Stonebridge Financial Planning Group, LLC now holds 0.2% of the outstanding Distillate U.S. Fundamental Stability & Value ETF(DSTL) stock.
The initial trade took place in 2023Q3. And since then Stonebridge Financial Planning Group, LLC has made 7 purchases of DSTL, at an average price of $53.18, for a total of 70,026.00 shares. Based on historical transaction data and DSTL's current price of $55.49, Stonebridge Financial Planning Group, LLC's estimated gain on his DSTL holdings is $161,819.31, reflecting a 4.35% gain to date.
Stonebridge Financial Planning Group, LLC DSTL ($55.49) Holding Chart
Stonebridge Financial Planning Group, LLC DSTL ($55.49) 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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