Wealth Trust Asset Management, LLC First Tr Ex Trad Fd Viii Cboe Transaction History
Wealth Trust Asset Management, LLC
- $139 Million
- Q3 2025
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 12,742 shares of DOCT stock, worth $556,443. This represents 0.4% of its overall portfolio holdings.
Number of Shares
12,742
Previous 12,742
-0.0%
Holding current value
$556,443
Previous $523,000
5.16%
% of portfolio
0.4%
Previous 0.4%
Shares
3 transactions
Others Institutions Holding DOCT
# of Institutions
103Shares Held
3.3MCall Options Held
0Put Options Held
0-
Reap Financial Group, LLC Austin, TX302KShares$13.2 Million2.83% of portfolio
-
Ogorek Anthony Joseph301KShares$13.2 Million3.67% 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