Discipline Wealth Solutions, LLC Invesco Fd Tr Transaction History
Discipline Wealth Solutions, LLC
- $354 Million
- Q3 2025
A detailed history of Discipline Wealth Solutions, LLC transactions in Invesco Fd Tr stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 8,740 shares of RZV stock, worth $1.02 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
8,740Holding current value
$1.02 Million% of portfolio
0.29%Shares
1 transactions
Others Institutions Holding RZV
# of Institutions
80Shares Held
1.05MCall Options Held
0Put Options Held
100-
Systematic Alpha Investments, LLC Princeton, NJ306KShares$35.7 Million1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC94.2KShares$11 Million0.0% of portfolio
-
All Square Wealth Management LLC Albany, NY69.2KShares$8.05 Million4.13% of portfolio
-
Armbruster Capital Management, Inc.68.6KShares$7.99 Million1.39% of portfolio
-
Wealthcare Advisory Partners LLC West Chester, PA62.2KShares$7.24 Million0.16% of portfolio