Discipline Wealth Solutions, LLC Simplify ETF Simplify Volatili Transaction History
Discipline Wealth Solutions, LLC
- $354 Million
- Q3 2025
A detailed history of Discipline Wealth Solutions, LLC transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 45,457 shares of SVOL stock, worth $795,497. This represents 0.23% of its overall portfolio holdings.
Number of Shares
45,457Holding current value
$795,497% of portfolio
0.23%Shares
1 transactions
Others Institutions Holding SVOL
# of Institutions
95Shares Held
5.14MCall Options Held
199KPut Options Held
118K-
Ae Wealth Management LLC965KShares$16.9 Million0.13% of portfolio
-
Beacon Capital Management, LLC604KShares$10.6 Million1.82% of portfolio
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Elevated Capital Advisors, LLC Sandy, UT346KShares$6.05 Million1.84% of portfolio
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Pom Investment Strategies, LLC Raleigh, NC315KShares$5.51 Million3.08% of portfolio
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Visionary Wealth Advisors O'fallon, IL201KShares$3.53 Million0.18% of portfolio