New Edge Wealth, LLC First Tr Ex Trad Fd Viii Cboe Transaction History
New Edge Wealth, LLC
- $5.41 Billion
- Q3 2024
A detailed history of New Edge Wealth, LLC transactions in First Tr Ex Trad Fd Viii Cboe stock. As of the latest transaction made, New Edge Wealth, LLC holds 48,542 shares of DOCT stock, worth $1.93 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
48,542
Previous 49,672
2.27%
Holding current value
$1.93 Million
Previous $1.91 Million
0.63%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding DOCT
# of Institutions
62Shares Held
1.41MCall Options Held
0Put Options Held
0-
Per Stirling Capital Management, Llc. Austin, TX210KShares$8.36 Million1.14% of portfolio
-
Mutual Advisors, LLC Casper, WY166KShares$6.6 Million0.18% of portfolio
-
Commonwealth Equity Services, LLC79KShares$3.15 Million0.0% of portfolio
-
Harbour Investments, Inc. Madison, WI58.3KShares$2.32 Million0.07% of portfolio
-
Truist Financial Corp49.9KShares$1.99 Million0.0% of portfolio