Number of Shares
53,532.00
Current Holdings Value*
$2.41 Mil
% of Portfolio
0.92%
Total Estimate Gain
$154,912.89
% of Total Estimate Gain
3.18%

Discipline Wealth Solutions, LLC's Day Hagan Smart Sector ETF Holding Summary

As of 2025-06-30, Discipline Wealth Solutions, LLC held 53,532.00 shares of Day Hagan Smart Sector ETF(SSUS), totaling $2.41 Mil. This investment constitutes 0.92% of their stock portfolio, and Discipline Wealth Solutions, LLC now holds 0.43% of the outstanding Day Hagan Smart Sector ETF(SSUS) stock.

The initial trade took place in 2024Q4. And since then Discipline Wealth Solutions, LLC has made 2 purchases of SSUS, at an average price of $42.26, for a total of 115,426.00 shares. In addition, there have been 1 sales at an average price of $42.32 for 61,894.00 shares. Based on historical transaction data and SSUS's current price of $45.10, Discipline Wealth Solutions, LLC's estimated gain on his SSUS holdings is $154,912.89, reflecting a 3.18% gain to date.

Discipline Wealth Solutions, LLC SSUS ($45.10) Holding Chart

Discipline Wealth Solutions, LLC SSUS ($45.10) 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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