Wealth Trust Asset Management, LLC First Tr Ex Trad Fd Viii Cboe Transaction History
Wealth Trust Asset Management, LLC
- $132 Million
- Q3 2024
A detailed history of Wealth Trust Asset Management, LLC transactions in First Tr Ex Trad Fd Viii Cboe stock. As of the latest transaction made, Wealth Trust Asset Management, LLC holds 7,296 shares of DOCT stock, worth $291,985. This represents 0.21% of its overall portfolio holdings.
Number of Shares
7,296
Previous 7,296
-0.0%
Holding current value
$291,985
Previous $280,000
1.43%
% of portfolio
0.21%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding DOCT
# of Institutions
72Shares Held
2.31MCall 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$8.4 Million1.14% of portfolio
-
Mutual Advisors, LLC Casper, WY163KShares$6.53 Million0.19% of portfolio
-
Foguth Wealth Management, Llc. Brighton, MI152KShares$6.09 Million1.6% of portfolio
-
Signal Advisors Wealth, LLC Detroit, MI136KShares$5.46 Million0.61% of portfolio