Smart Wealth LLC First Tr Ex Trad Fd Viii Cboe Transaction History
Smart Wealth LLC
- $265 Billion
- Q3 2025
A detailed history of Smart Wealth LLC transactions in First Tr Ex Trad Fd Viii Cboe stock. As of the latest transaction made, Smart Wealth LLC holds 31,943 shares of DOCT stock, worth $1.39 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
31,943
Previous 34,096
6.31%
Holding current value
$1.39 Million
Previous $1.4 Billion
1.44%
% of portfolio
0.52%
Previous 0.44%
Shares
12 transactions
Others Institutions Holding DOCT
# of Institutions
98Shares Held
3.29MCall 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
-
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