Discipline Wealth Solutions, LLC Proshares Ultra Technology Transaction History
Discipline Wealth Solutions, LLC
- $198 Million
- Q1 2025
A detailed history of Discipline Wealth Solutions, LLC transactions in Proshares Ultra Technology stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 4,320 shares of ROM stock, worth $226,368. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,320
Previous 4,320
-0.0%
Holding current value
$226,368
Previous $301,000
23.59%
% of portfolio
0.12%
Previous 0.15%
Shares
1 transactions
Others Institutions Holding ROM
# of Institutions
64Shares Held
621KCall Options Held
4.4KPut Options Held
2.8K-
Runnymede Capital Advisors, Inc. Dublin, OH202KShares$10.6 Million10.34% of portfolio
-
Tyche Wealth Partners LLC Plano, TX38.7KShares$2.03 Million0.45% of portfolio
-
Envestnet Asset Management Inc35.6KShares$1.86 Million0.0% of portfolio
-
Harbour Investments, Inc. Madison, WI30.6KShares$1.6 Million0.07% of portfolio
-
Toth Financial Advisory Corp29.9KShares$1.57 Million0.2% of portfolio