Iams Wealth Management, LLC First Tr Ex Trad Fd Viii Cboe Transaction History
Iams Wealth Management, LLC
- $219 Billion
- Q4 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 $441,762. This represents 0.14% of its overall portfolio holdings.
Number of Shares
11,418Holding current value
$441,762% of portfolio
0.14%Shares
0 transactions
| Quarter | Operation | Price Per share | shares change | shares Held | SEC Form |
|---|
Others Institutions Holding DOCT
# of Institutions
89Shares Held
4.48MCall Options Held
0Put Options Held
0-
Armis Advisers, LLC Atlanta, GA560KShares$21.7 Million2.7% of portfolio
-
Reap Financial Group, LLC Austin, TX557KShares$21.6 Million5.44% of portfolio
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Advance Capital Management, Inc. Southfield, MI428KShares$16.6 Million1.0% of portfolio
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Raymond James Financial Inc St. Petersburg, FL321KShares$12.4 Million0.0% of portfolio
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Per Stirling Capital Management, Llc. Austin, TX204KShares$7.89 Million1.14% of portfolio