Discipline Wealth Solutions, LLC Flexshares Morningstar Dev Mkt Transaction History
Discipline Wealth Solutions, LLC
- $182 Million
- Q3 2024
A detailed history of Discipline Wealth Solutions, LLC transactions in Flexshares Morningstar Dev Mkt stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 4,960 shares of TLTD stock, worth $343,728. This represents 0.2% of its overall portfolio holdings.
Number of Shares
4,960
Previous 5,293
6.29%
Holding current value
$343,728
Previous $370,000
0.54%
% of portfolio
0.2%
Previous 0.29%
Shares
2 transactions
Others Institutions Holding TLTD
# of Institutions
62Shares Held
5.82MCall Options Held
0Put Options Held
0-
Northern Trust Corp Chicago, IL3.97MShares$275 Million0.05% of portfolio
-
Capstone Financial Advisors, Inc. Downers Grove, IL476KShares$33 Million2.2% of portfolio
-
Envestnet Asset Management Inc371KShares$25.7 Million0.01% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA157KShares$10.9 Million0.6% of portfolio
-
Harbour Trust & Investment Management CO Michigan City, IN128KShares$8.86 Million1.09% of portfolio