Raymond James & Associates First Tr Ex Trad Fd Viii Cboe Transaction History

Raymond James & Associates

$161 Billion
Q3 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 22, 2024	SELL	$36.12 - $37.62 $1.99 Million - $2.07 Million	-55,097 Reduced 76.79%	16,654 $626,000
Q4 2023 Jan 16, 2024	BUY	$33.71 - $36.4 $1.92 Million - $2.07 Million	56,810 Added 380.23%	71,751 $2.61 Million
Q3 2023 Oct 24, 2023	SELL	$34.49 - $35.64 $1.43 Million - $1.48 Million	-41,435 Reduced 73.5%	14,941 $517,000
Q2 2023 Jul 25, 2023	SELL	$32.76 - $34.9 $9,828 - $10,470	-300 Reduced 0.53%	56,376 $1.97 Million
Q1 2023 Apr 14, 2023	SELL	$31.12 - $32.94 $646,860 - $684,690	-20,786 Reduced 26.83%	56,676 $1.86 Million

Q4 2022 Feb 08, 2023	BUY	$30.46 - $32.08 $2.36 Million - $2.48 Million	77,462 New	77,462 $2.43 Million

Others Institutions Holding DOCT

# of Institutions

96

Shares Held

3.43M

Call Options Held

0

Put Options Held

0

Ogorek Anthony Joseph

304K
Shares

$13.3 Million
3.75% of portfolio
Reap Financial Group, LLC Austin, TX

302K
Shares

$13.2 Million
2.83% of portfolio
Wood Tarver Financial Group, LLC Boise, ID

272K
Shares

$11.9 Million
3.47% of portfolio
Mutual Advisors, LLC Casper, WY

150K
Shares

$6.56 Million
0.15% of portfolio
Per Stirling Capital Management, Llc. Austin, TX

138K
Shares

$6.01 Million
0.71% of portfolio

About FIRST TR EX-TRAD FD VIII CBOE

Ticker DOCT
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