Discipline Wealth Solutions, LLC Ishares S&P 500 Value ETF Transaction History
Discipline Wealth Solutions, LLC
- $127 Million
- Q2 2024
A detailed history of Discipline Wealth Solutions, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 2,341 shares of IVE stock, worth $460,381. This represents 0.34% of its overall portfolio holdings.
Number of Shares
2,341Holding current value
$460,381% of portfolio
0.34%Shares
1 transactions
Others Institutions Holding IVE
# of Institutions
1,447Shares Held
140MCall Options Held
110KPut Options Held
9.3K-
Jpmorgan Chase & CO New York, NY17.7MShares$3.47 Billion0.28% of portfolio
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Morgan Stanley New York, NY12.4MShares$2.44 Billion0.18% of portfolio
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Envestnet Asset Management Inc12.4MShares$2.43 Billion0.8% of portfolio
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Bank Of America Corp Charlotte, NC7.72MShares$1.52 Billion0.13% of portfolio
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Wells Fargo & Company San Francisco, CA7.68MShares$1.51 Billion0.34% of portfolio