Discipline Wealth Solutions, LLC Ishares Core S&P Total U.S. St Transaction History
Discipline Wealth Solutions, LLC
- $246 Million
- Q2 2025
A detailed history of Discipline Wealth Solutions, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 4,532 shares of ITOT stock, worth $663,122. This represents 0.25% of its overall portfolio holdings.
Number of Shares
4,532Holding current value
$663,122% of portfolio
0.25%Shares
1 transactions
Others Institutions Holding ITOT
# of Institutions
1,637Shares Held
325MCall Options Held
69.1KPut Options Held
33.4K-
Wells Fargo & Company San Francisco, CA59.3MShares$8.67 Billion1.71% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$7.13 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.3MShares$1.65 Billion3.24% of portfolio
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Wealthfront Advisers LLC10.6MShares$1.55 Billion3.74% of portfolio
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Morgan Stanley New York, NY10.4MShares$1.53 Billion0.09% of portfolio