Discipline Wealth Solutions, LLC Zacks Tr Earnings Constant Por Transaction History
Discipline Wealth Solutions, LLC
- $198 Million
- Q1 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 57,964 shares of ZECP stock, worth $1.7 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
57,964
Previous 92,344
37.23%
Holding current value
$1.7 Million
Previous $2.81 Million
37.96%
% of portfolio
0.88%
Previous 1.36%
Shares
2 transactions
Others Institutions Holding ZECP
# of Institutions
42Shares Held
5.11MCall Options Held
0Put Options Held
0-
Menard Financial Group LLC Houston, TX1.16MShares$34.2 Million22.09% of portfolio
-
Advisory Services Network, LLC1.03MShares$30.4 Million0.61% of portfolio
-
Kowal Investment Group, LLC Waukesha, WI488KShares$14.4 Million2.8% of portfolio
-
Arete Wealth Advisors, LLC Chicago, IL301KShares$8.84 Million0.66% of portfolio
-
Axxcess Wealth Management, LLC Carlsbad, CA283KShares$8.32 Million0.22% of portfolio