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

Discipline Wealth Solutions, LLC

$246 Million
Q2 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

49

Shares Held

6.53M

Call Options Held

0

Put Options Held

0

Menard Financial Group LLC Houston, TX

1.33M
Shares

$44.9 Million
26.11% of portfolio
Advisory Services Network, LLC

1.23M
Shares

$41.6 Million
0.68% of portfolio
Kowal Investment Group, LLC Waukesha, WI

488K
Shares

$16.5 Million
2.8% of portfolio
Creative One Wealth, LLC Overland Park, KS

455K
Shares

$15.4 Million
0.43% of portfolio
Creative Planning Overland Park, KS

412K
Shares

$13.9 Million
0.01% of portfolio

About ZACKS TR EARNINGS CONSTANT POR

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