Discipline Wealth Solutions, LLC Zacks Tr Earnings Constant Por Call Options Transaction History

Discipline Wealth Solutions, LLC

$198 Million
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding ZECP

# of Institutions

42

Shares Held

5.11M

Call Options Held

0

Put Options Held

0

Menard Financial Group LLC Houston, TX

1.16M
Shares

$34.2 Million
22.09% of portfolio
Advisory Services Network, LLC

1.03M
Shares

$30.4 Million
0.61% of portfolio
Kowal Investment Group, LLC Waukesha, WI

488K
Shares

$14.4 Million
2.8% of portfolio
Arete Wealth Advisors, LLC Chicago, IL

301K
Shares

$8.84 Million
0.66% of portfolio
Axxcess Wealth Management, LLC Carlsbad, CA

283K
Shares

$8.32 Million
0.22% of portfolio

About ZACKS TR EARNINGS CONSTANT POR

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