Ae Wealth Management LLC First Tr Ex Trad Fd Viii Cboe Transaction History
Ae Wealth Management LLC
- $8.07 Billion
- Q1 2024
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 34,470 shares of DOCT stock, worth $1.32 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
34,470
Previous 59,582
42.15%
Holding current value
$1.32 Million
Previous $2.17 Million
40.17%
% of portfolio
0.02%
Previous 0.01%
Shares
11 transactions
Others Institutions Holding DOCT
# of Institutions
65Shares Held
1.67MCall Options Held
0Put Options Held
0-
Per Stirling Capital Management, Llc. Austin, TX215KShares$8.26 Million1.35% of portfolio
-
Mutual Advisors, LLC Casper, WY183KShares$7.02 Million0.22% of portfolio
-
Envestnet Asset Management Inc112KShares$4.29 Million0.0% of portfolio
-
Harbour Investments, Inc. Madison, WI106KShares$4.05 Million0.17% of portfolio
-
Cetera Investment Advisers Schaumburg, IL99KShares$3.8 Million0.01% of portfolio