Icon Wealth Partners, LLC First Tr Ex Trad Fd Viii Cboe Transaction History
Icon Wealth Partners, LLC
- $878 Million
- Q3 2023
A detailed history of Icon Wealth Partners, LLC transactions in First Tr Ex Trad Fd Viii Cboe stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 23,617 shares of DOCT stock, worth $1.03 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
23,617
Previous 23,645
0.12%
Holding current value
$1.03 Million
Previous $825,000
0.97%
% of portfolio
0.09%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding DOCT
# of Institutions
103Shares Held
3.3MCall Options Held
0Put Options Held
0-
Reap Financial Group, LLC Austin, TX302KShares$13.2 Million2.83% of portfolio
-
Ogorek Anthony Joseph301KShares$13.2 Million3.67% 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
-
Per Stirling Capital Management, Llc. Austin, TX138KShares$6.01 Million0.71% of portfolio