Discipline Wealth Solutions, LLC's ownership history for WTMF

Discipline Wealth Solutions, LLC currently holds 8.3K shares with a market value of $327.5K. It started holding WTMF on 2025-06-30. At its peak, it held 21.8K shares on 2025-09-30. Its highest holding value was $825.5K on 2025-09-30. At its lowest, it held 8.3K shares on 2026-03-31, with a value of $327.5K on 2026-03-31. In the recent 180 days, Discipline Wealth Solutions, LLC has decreased its shares by 13.5K.