Ae Wealth Management LLC First Tr Ex Trad Fd Viii Cboe Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q1 2025

A detailed history of Ae Wealth Management LLC transactions in First Tr Ex Trad Fd Viii Cboe stock. As of the latest transaction made, Ae Wealth Management LLC holds 22,982 shares of DOCT stock, worth $912,845. This represents 0.01% of its overall portfolio holdings.

Number of Shares

22,982

Previous 30,130 23.72%

Holding current value

$912,845

Previous $1.19 Million 25.72%

% of portfolio

0.01%

Previous 0.01%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$38.06 - $40.36 $272,052 - $288,493	-7,148 Reduced 23.72%	22,982 $881,000
Q4 2024 Feb 13, 2025	SELL	$38.63 - $39.95 $21,632 - $22,372	-560 Reduced 1.82%	30,130 $1.19 Million
Q3 2024 Nov 14, 2024	SELL	$37.92 - $39.03 $78,987 - $81,299	-2,083 Reduced 6.36%	30,690 $1.2 Million
Q2 2024 Aug 12, 2024	SELL	$37.2 - $38.39 $63,128 - $65,147	-1,697 Reduced 4.92%	32,773 $1.26 Million
Q1 2024 May 15, 2024	SELL	$36.12 - $37.62 $907,045 - $944,713	-25,112 Reduced 42.15%	34,470 $1.3 Million
Q4 2023 Feb 14, 2024	SELL	$33.71 - $36.4 $2.3 Million - $2.49 Million	-68,307 Reduced 53.41%	59,582 $2.17 Million
Q3 2023 Oct 11, 2023	BUY	$34.49 - $35.64 $87,880 - $90,810	2,548 Added 2.03%	127,889 $4.43 Million
Q2 2023 Jul 10, 2023	SELL	$32.76 - $34.9 $1.9 Million - $2.02 Million	-57,913 Reduced 31.6%	125,341 $4.37 Million
Q1 2023 Apr 14, 2023	BUY	$31.12 - $32.94 $87,104 - $92,199	2,799 Added 1.55%	183,254 $6.02 Million
Q4 2022 Jan 31, 2023	SELL	$30.46 - $32.08 $6.31 Million - $6.64 Million	-207,117 Reduced 53.44%	180,455 $5.65 Million
Q3 2022 Oct 25, 2022	BUY	$30.34 - $31.68 $10.1 Million - $10.5 Million	332,888 Added 608.75%	387,572 $11.8 Million
Q2 2022 Aug 03, 2022	BUY	$30.01 - $32.74 $162,504 - $177,287	5,415 Added 10.99%	54,684 $1.66 Million
Q1 2022 Apr 18, 2022	BUY	$31.5 - $33.1 $230,485 - $242,192	7,317 Added 17.44%	49,269 $1.61 Million
Q4 2021 Jan 20, 2022	BUY	$32.37 - $33.08 $1.13 Million - $1.16 Million	35,014 Added 504.67%	41,952 $1.39 Million
Q3 2021 Nov 01, 2021	BUY	$32.1 - $32.43 $222,709 - $224,999	6,938 New	6,938 $225,000

Others Institutions Holding DOCT

# of Institutions

Shares Held

4.91M

Call Options Held

Put Options Held

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About FIRST TR EX-TRAD FD VIII CBOE

Ticker DOCT
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Ae Wealth Management LLC First Tr Ex Trad Fd Viii Cboe Transaction History