Discipline Wealth Solutions, LLC Simplify ETF Simplify Volatili Transaction History
Discipline Wealth Solutions, LLC
- $354 Million
- Q3 2025
A detailed history of Discipline Wealth Solutions, LLC transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 45,457 shares of SVOL stock, worth $768,223. This represents 0.23% of its overall portfolio holdings.
Number of Shares
45,457Holding current value
$768,223% of portfolio
0.23%Shares
1 transactions
Others Institutions Holding SVOL
# of Institutions
102Shares Held
7.5MCall Options Held
108KPut Options Held
87.3K-
Ae Wealth Management LLC1.77MShares$29.9 Million0.28% of portfolio
-
Beacon Capital Management, LLC1.17MShares$19.8 Million3.43% of portfolio
-
Pom Investment Strategies, LLC Raleigh, NC474KShares$8.01 Million6.23% of portfolio
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Parkside Investments, LLC380KShares$6.42 Million1.0% of portfolio
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Elevated Capital Advisors, LLC Sandy, UT237KShares$4 Million1.35% of portfolio