Discipline Wealth Solutions, LLC Flexshares Morningstar Dev Mkt Transaction History

Discipline Wealth Solutions, LLC

  • $246 Million
  • Q2 2025

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 18,554 shares of TLTD stock, worth $1.65 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
18,554
Previous 3,601 415.25%
Holding current value
$1.65 Million
Previous $269,000 472.86%
% of portfolio
0.63%
Previous 0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 07, 2025
BUY
$66.99 - $83.47 $1 Million - $1.25 Million
14,953 Added 415.25%
18,554 $1.54 Million
Q1 2025

Apr 29, 2025
SELL
$67.85 - $77.32 $95,397 - $108,711
-1,406 Reduced 28.08%
3,601 $269,000
Q4 2024

Feb 26, 2025
BUY
$68.55 - $74.48 $3,221 - $3,500
47 Added 0.95%
5,007 $344,000
Q3 2024

Nov 19, 2024
SELL
$67.66 - $75.54 $22,530 - $25,154
-333 Reduced 6.29%
4,960 $372,000
Q2 2024

Aug 07, 2024
BUY
$68.63 - $73.28 $363,258 - $387,871
5,293 New
5,293 $370,000

Others Institutions Holding TLTD

# of Institutions
75
Shares Held
5.72M
Call Options Held
0
Put Options Held
0
View Full List

About FLEXSHARES MORNINGSTAR DEV MKT

TLTD Quotes by TradingView
  • Ticker TLTD
  • Sector ETFs
  • Industry ETFs
More about TLTD
Track This Portfolio

Track Discipline Wealth Solutions, LLC Portfolio

Follow Discipline Wealth Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Discipline Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Discipline Wealth Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email