Discipline Wealth Solutions, LLC Flexshares Morningstar Dev Mkt Transaction History
Discipline Wealth Solutions, LLC
- $207 Million
- Q4 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 5,007 shares of TLTD stock, worth $368,064. This represents 0.17% of its overall portfolio holdings.
Number of Shares
5,007
Previous 4,960
0.95%
Holding current value
$368,064
Previous $372,000
7.53%
% of portfolio
0.17%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding TLTD
# of Institutions
71Shares Held
5.85MCall Options Held
0Put Options Held
0-
Northern Trust Corp Chicago, IL3.8MShares$279 Million0.04% of portfolio
-
Capstone Financial Advisors, Inc. Downers Grove, IL467KShares$34.3 Million1.99% of portfolio
-
Envestnet Asset Management Inc348KShares$25.6 Million0.01% of portfolio
-
Flow Traders U.S. LLC New York, NY188KShares$13.8 Million0.52% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA154KShares$11.3 Million0.46% of portfolio