Creative One Wealth, LLC First Tr Ex Trad Fd Viii Cboe Transaction History
Creative One Wealth, LLC
- $2.51 Billion
- Q1 2024
A detailed history of Creative One Wealth, LLC transactions in First Tr Ex Trad Fd Viii Cboe stock. As of the latest transaction made, Creative One Wealth, LLC holds 25,230 shares of DOCT stock, worth $968,579. This represents 0.04% of its overall portfolio holdings.
Number of Shares
25,230
Previous 27,673
8.83%
Holding current value
$968,579
Previous $1.01 Million
5.67%
% of portfolio
0.04%
Previous 0.06%
Shares
4 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