Number of Shares
270,783.00
Current Holdings Value*
$8.82 Mil
% of Portfolio
3.38%
Total Estimate Gain
$231,511.15
% of Total Estimate Gain
2.35%

Discipline Wealth Solutions, LLC's Direxion HCM Tactical Enhanced US ETF Holding Summary

As of 2025-06-30, Discipline Wealth Solutions, LLC held 270,783.00 shares of Direxion HCM Tactical Enhanced US ETF(HCMT), totaling $8.82 Mil. This investment constitutes 3.38% of their stock portfolio, and Discipline Wealth Solutions, LLC now holds 1.81% of the outstanding Direxion HCM Tactical Enhanced US ETF(HCMT) stock.

The initial trade took place in 2024Q3. And since then Discipline Wealth Solutions, LLC has made 3 purchases of HCMT, at an average price of $32.56, for a total of 302,061.00 shares. In addition, there have been 1 sales at an average price of $35.43 for 31,278.00 shares. Based on historical transaction data and HCMT's current price of $33.08, Discipline Wealth Solutions, LLC's estimated gain on his HCMT holdings is $231,511.15, reflecting a 2.35% gain to date.

Discipline Wealth Solutions, LLC HCMT ($33.08) Holding Chart

Discipline Wealth Solutions, LLC HCMT ($33.08) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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