Sequent Planning LLC First Tr Ex Trad Fd Viii Cboe Transaction History

Sequent Planning LLC

$290 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 14, 2024	BUY	$36.12 - $37.62 $199,129 - $207,399	5,513 New	5,513 $207 Million

Others Institutions Holding DOCT

# of Institutions

62

Shares Held

1.41M

Call Options Held

0

Put Options Held

0

Per Stirling Capital Management, Llc. Austin, TX

210K
Shares

$8.36 Million
1.14% of portfolio
Mutual Advisors, LLC Casper, WY

166K
Shares

$6.6 Million
0.18% of portfolio
Commonwealth Equity Services, LLC

79K
Shares

$3.15 Million
0.0% of portfolio
Harbour Investments, Inc. Madison, WI

58.3K
Shares

$2.32 Million
0.07% of portfolio
Truist Financial Corp

49.9K
Shares

$1.99 Million
0.0% of portfolio

About FIRST TR EX-TRAD FD VIII CBOE

Ticker DOCT
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