Discipline Wealth Solutions, LLC Northern Lts Fd Tr Iii Hcm Def Transaction History

Discipline Wealth Solutions, LLC

  • $198 Million
  • Q1 2025

A detailed history of Discipline Wealth Solutions, LLC transactions in Northern Lts Fd Tr Iii Hcm Def stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 36,239 shares of QQH stock, worth $2.42 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares
36,239
Previous 40,498 10.52%
Holding current value
$2.42 Million
Previous $2.71 Million 21.92%
% of portfolio
1.07%
Previous 1.31%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
SELL
$58.23 - $69.12 $248,001 - $294,382
-4,259 Reduced 10.52%
36,239 $2.12 Million
Q4 2024

Feb 26, 2025
BUY
$61.63 - $71.89 $578,828 - $675,190
9,392 Added 30.19%
40,498 $2.71 Million
Q3 2024

Nov 19, 2024
BUY
$55.83 - $66.22 $1.74 Million - $2.06 Million
31,106 New
31,106 $1.96 Million

Others Institutions Holding QQH

# of Institutions
42
Shares Held
9.86M
Call Options Held
0
Put Options Held
0
View Full List

About NORTHERN LTS FD TR III HCM DEF

QQH Quotes by TradingView
  • Ticker QQH
  • Sector ETFs
  • Industry ETFs
More about QQH
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