Keystone Wealth Services, LLC First Tr Ex Trad Fd Viii Cboe Transaction History
Keystone Wealth Services, LLC
- $424 Million
- Q4 2025
A detailed history of Keystone Wealth Services, LLC transactions in First Tr Ex Trad Fd Viii Cboe stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 72,544 shares of DOCT stock, worth $3.17 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
72,544
Previous 7,331
889.55%
Holding current value
$3.17 Million
Previous $316,000
902.22%
% of portfolio
0.75%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding DOCT
# of Institutions
104Shares Held
3.42MCall 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