Discipline Wealth Solutions, LLC Zacks Tr Earnings Constant Por Transaction History
Discipline Wealth Solutions, LLC
- $246 Million
- Q2 2025
A detailed history of Discipline Wealth Solutions, LLC transactions in Zacks Tr Earnings Constant Por stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 56,814 shares of ZECP stock, worth $1.82 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
56,814
Previous 57,964
1.98%
Holding current value
$1.82 Million
Previous $1.74 Million
3.9%
% of portfolio
0.74%
Previous 0.88%
Shares
3 transactions
Others Institutions Holding ZECP
# of Institutions
45Shares Held
6.81MCall Options Held
0Put Options Held
0-
Menard Financial Group LLC Houston, TX1.3MShares$41.8 Million27.1% of portfolio
-
Creative Planning Overland Park, KS1.23MShares$39.4 Million0.03% of portfolio
-
Advisory Services Network, LLC1.14MShares$36.4 Million0.68% of portfolio
-
Kowal Investment Group, LLC Waukesha, WI488KShares$15.7 Million2.8% of portfolio
-
Creative One Wealth, LLC Overland Park, KS362KShares$11.6 Million0.37% of portfolio