Blue Bell Private Wealth Management, LLC First Tr Ex Trad Fd Viii Cboe Transaction History
Blue Bell Private Wealth Management, LLC
- $500 Million
- Q4 2024
A detailed history of Blue Bell Private Wealth Management, LLC transactions in First Tr Ex Trad Fd Viii Cboe stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 5,925 shares of DOCT stock, worth $233,089. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,925
Previous 5,925
-0.0%
Holding current value
$233,089
Previous $231,000
0.87%
% of portfolio
0.05%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding DOCT
# of Institutions
88Shares Held
4.45MCall Options Held
0Put Options Held
0-
Armis Advisers, LLC Atlanta, GA560KShares$22 Million2.7% of portfolio
-
Reap Financial Group, LLC Austin, TX557KShares$21.9 Million5.44% of portfolio
-
Advance Capital Management, Inc. Southfield, MI428KShares$16.8 Million1.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL321KShares$12.6 Million0.0% of portfolio
-
Per Stirling Capital Management, Llc. Austin, TX204KShares$8.03 Million1.14% of portfolio