Belpointe Asset Management LLC First Tr Ex Trad Fd Viii Cboe Transaction History

Belpointe Asset Management LLC

$2.32 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 15, 2023	SELL	$31.12 - $32.94 $155 - $164	-5 Reduced 10.87%	41 $1,000
Q4 2022 Feb 08, 2023	BUY	$30.46 - $32.08 $1,401 - $1,475	46 New	46 $1,000

Others Institutions Holding DOCT

# of Institutions

97

Shares Held

3.27M

Call Options Held

0

Put Options Held

0

Ogorek Anthony Joseph

304K
Shares

$13.3 Million
3.75% of portfolio
Reap Financial Group, LLC Austin, TX

302K
Shares

$13.2 Million
2.83% of portfolio
Wood Tarver Financial Group, LLC Boise, ID

272K
Shares

$11.9 Million
3.47% of portfolio
Mutual Advisors, LLC Casper, WY

150K
Shares

$6.56 Million
0.15% of portfolio
Per Stirling Capital Management, Llc. Austin, TX

138K
Shares

$6.01 Million
0.71% of portfolio

About FIRST TR EX-TRAD FD VIII CBOE

Ticker DOCT
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