Iams Wealth Management, LLC First Tr Ex Trad Fd Viii Cboe Transaction History
Iams Wealth Management, LLC
- $164 Billion
- Q1 2024
A detailed history of Iams Wealth Management, LLC transactions in First Tr Ex Trad Fd Viii Cboe stock. As of the latest transaction made, Iams Wealth Management, LLC holds 11,418 shares of DOCT stock, worth $439,250. This represents 0.14% of its overall portfolio holdings.
Number of Shares
11,418Holding current value
$439,250% of portfolio
0.14%Shares
0 transactions
Quarter | Operation | Price Per share | shares change | shares Held | SEC Form |
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Others Institutions Holding DOCT
# of Institutions
65Shares Held
1.67MCall Options Held
0Put Options Held
0-
Per Stirling Capital Management, Llc. Austin, TX215KShares$8.28 Million1.35% of portfolio
-
Mutual Advisors, LLC Casper, WY183KShares$7.04 Million0.22% of portfolio
-
Envestnet Asset Management Inc112KShares$4.3 Million0.0% of portfolio
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Harbour Investments, Inc. Madison, WI106KShares$4.06 Million0.17% of portfolio
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Cetera Investment Advisers Schaumburg, IL99KShares$3.81 Million0.01% of portfolio