Kestra Private Wealth Services, LLC First Tr Ex Trad Fd Viii Cboe Transaction History
Kestra Private Wealth Services, LLC
- $7.16 Billion
- Q3 2025
A detailed history of Kestra Private Wealth Services, LLC transactions in First Tr Ex Trad Fd Viii Cboe stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 15,119 shares of DOCT stock, worth $660,246. This represents 0.01% of its overall portfolio holdings.
Number of Shares
15,119
Previous 18,497
18.26%
Holding current value
$660,246
Previous $759,000
13.97%
% of portfolio
0.01%
Previous 0.01%
Shares
8 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