Discipline Wealth Solutions, LLC Invesco Fd Tr Transaction History

Discipline Wealth Solutions, LLC

  • $513 Million
  • Q4 2025

A detailed history of Discipline Wealth Solutions, LLC transactions in Invesco Fd Tr stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 8,071 shares of RZV stock, worth $933,169. This represents 0.18% of its overall portfolio holdings.

Number of Shares
8,071
Previous 8,740 7.65%
Holding current value
$933,169
Previous $1.03 Million 9.42%
% of portfolio
0.18%
Previous 0.29%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 26, 2026
SELL
$112.51 - $120.79 $75,269 - $80,808
-669 Reduced 7.65%
8,071 $933,000
Q3 2025

Oct 21, 2025
BUY
$103.86 - $120.22 $907,736 - $1.05 Million
8,740 New
8,740 $1.03 Million

Others Institutions Holding RZV

# of Institutions
81
Shares Held
1.04M
Call Options Held
0
Put Options Held
100
View Full List

About INVESCO FD TR

RZV Quotes by TradingView
  • Ticker RZV
  • Sector ETFs
  • Industry ETFs
More about RZV
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