Blue Bell Private Wealth Management, LLC First Tr Ex Trad Fd Viii Cboe Transaction History
Blue Bell Private Wealth Management, LLC
- $626 Million
- Q3 2025
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 4,617 shares of DOCT stock, worth $201,624. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,617
Previous 4,799
3.79%
Holding current value
$201,624
Previous $197,000
1.02%
% of portfolio
0.03%
Previous 0.03%
Shares
7 transactions
Others Institutions Holding DOCT
# of Institutions
96Shares Held
3.43MCall Options Held
0Put Options Held
0-
Ogorek Anthony Joseph304KShares$13.3 Million3.75% of portfolio
-
Reap Financial Group, LLC Austin, TX302KShares$13.2 Million2.83% of portfolio
-
Foguth Wealth Management, Llc. Brighton, MI288KShares$12.6 Million2.53% of portfolio
-
Wood Tarver Financial Group, LLC Boise, ID272KShares$11.9 Million3.47% of portfolio
-
Mutual Advisors, LLC Casper, WY150KShares$6.56 Million0.15% of portfolio