1776 Wealth LLC First Tr Ex Trad Fd Viii Cboe Transaction History
1776 Wealth LLC
- $213 Million
- Q2 2024
A detailed history of 1776 Wealth LLC transactions in First Tr Ex Trad Fd Viii Cboe stock. As of the latest transaction made, 1776 Wealth LLC holds 10,658 shares of DOCT stock, worth $415,875. This represents 0.19% of its overall portfolio holdings.
Number of Shares
10,658
Previous 10,658
-0.0%
Holding current value
$415,875
Previous $400,000
2.25%
% of portfolio
0.19%
Previous 0.2%
Shares
1 transactions
Others Institutions Holding DOCT
# of Institutions
65Shares Held
1.62MCall Options Held
0Put Options Held
0-
Per Stirling Capital Management, Llc. Austin, TX210KShares$8.18 Million1.3% of portfolio
-
Mutual Advisors, LLC Casper, WY172KShares$6.72 Million0.2% of portfolio
-
Envestnet Asset Management Inc117KShares$4.57 Million0.0% of portfolio
-
Harbour Investments, Inc. Madison, WI99.3KShares$3.87 Million0.13% of portfolio
-
Cetera Investment Advisers Schaumburg, IL83.7KShares$3.27 Million0.01% of portfolio