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Life Planning Partners’s Distillate US Fundamental Stability & Value ETF DSTL Stock Holding History

Life Planning Partners’s Portfolio DSTL Stock Details DSTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-12
Closed -$593 – 106
2023
Q4 		$593 Buy
+12
New +$552 ﹤0.01% 248

Other funds holding DSTL

CCM
Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Life Planning Partners's DSTL Position: Q1 2024 in Review

Life Planning Partners sold out of Distillate US Fundamental Stability & Value ETF (DSTL) in Q1 2024, closing a stake of 12 shares — an estimated $593 sold.

Life Planning Partners first reported a position in DSTL in Q4 2023 and held it in 1 quarter. The position peaked at $593 in Q4 2023. 119 funds tracked by Wall St. Rank hold DSTL as of Q1 2024.

  • Life Planning Partners reported no remaining Distillate US Fundamental Stability & Value ETF position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 12 Distillate US Fundamental Stability & Value ETF shares in Q1 2024, an estimated $593.
  • Life Planning Partners first reported a position in Distillate US Fundamental Stability & Value ETF in Q4 2023 and held it in 1 quarter.
  • Life Planning Partners's Distillate US Fundamental Stability & Value ETF position peaked at $593 in Q4 2023.
  • 119 funds tracked by Wall St. Rank held Distillate US Fundamental Stability & Value ETF as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.