Discipline Wealth Solutions, LLC Strategy Shs Day Hagan/Ned Dav Transaction History
Discipline Wealth Solutions, LLC
- $246 Million
- Q2 2025
A detailed history of Discipline Wealth Solutions, LLC transactions in Strategy Shs Day Hagan/Ned Dav stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 101,317 shares of SSXU stock, worth $3.23 Million. This represents 1.31% of its overall portfolio holdings.
Number of Shares
101,317
Previous 101,475
0.16%
Holding current value
$3.23 Million
Previous $2.94 Million
9.49%
% of portfolio
1.31%
Previous 1.48%
Shares
2 transactions
Others Institutions Holding SSXU
# of Institutions
13Shares Held
982KCall Options Held
0Put Options Held
0-
Donald L. Hagan, LLC561KShares$17.9 Million10.04% of portfolio
-
Encompass More Asset Management Danville, CA130KShares$4.13 Million1.12% of portfolio
-
Eqis Capital Management, Inc. San Rafael, CA94.5KShares$3.01 Million0.24% of portfolio
-
Janney Montgomery Scott LLC39.9KShares$1.27 Million0.0% of portfolio
-
Cresset Asset Management, LLC Chicago, IL20.5KShares$654,7510.0% of portfolio