Smart Wealth LLC First Tr Ex Trad Fd Viii Cboe Transaction History
Smart Wealth LLC
- $255 Billion
- Q3 2024
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 17,573 shares of DOCT stock, worth $703,622. This represents 0.27% of its overall portfolio holdings.
Number of Shares
17,573
Previous 13,005
35.12%
Holding current value
$703,622
Previous $499 Million
37.38%
% of portfolio
0.27%
Previous 0.2%
Shares
8 transactions
Others Institutions Holding DOCT
# of Institutions
67Shares Held
2.02MCall Options Held
0Put Options Held
0-
Advance Capital Management, Inc. Southfield, MI428KShares$17.1 Million1.0% of portfolio
-
Per Stirling Capital Management, Llc. Austin, TX210KShares$8.41 Million1.14% of portfolio
-
Mutual Advisors, LLC Casper, WY163KShares$6.53 Million0.19% of portfolio
-
Signal Advisors Wealth, LLC Detroit, MI136KShares$5.46 Million0.61% of portfolio
-
Commonwealth Equity Services, LLC79KShares$3.16 Million0.0% of portfolio