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 $631,398. This represents 0.25% of its overall portfolio holdings.
Number of Shares
4,532Holding current value
$631,398% of portfolio
0.25%Shares
1 transactions
Others Institutions Holding ITOT
# of Institutions
1,615Shares Held
320MCall Options Held
67.9KPut Options Held
29K-
Wells Fargo & Company San Francisco, CA58.6MShares$8.16 Billion1.67% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.79 Billion0.13% of portfolio
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Betterment LLC New York, NY11.5MShares$1.61 Billion3.34% of portfolio
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Wealthfront Advisers LLC11MShares$1.53 Billion3.84% of portfolio
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Morgan Stanley New York, NY10.3MShares$1.43 Billion0.09% of portfolio