Iams Wealth Management, LLC First Tr Ex Trad Fd Viii Cboe Put Options Transaction History

Iams Wealth Management, LLC

$204 Billion
Q3 2024

Put Options

1 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form
Q2 2023 Oct 30, 2023	BUY	$32.76 - $34.9 $374,053 - $398,488	11,418 New	11,418 $396 Million

Others Institutions Holding DOCT

# of Institutions

59

Shares Held

1.36M

Call Options Held

0

Put Options Held

0

Per Stirling Capital Management, Llc. Austin, TX

210K
Shares

$8.22 Million
1.14% of portfolio
Mutual Advisors, LLC Casper, WY

166K
Shares

$6.49 Million
0.18% of portfolio
Commonwealth Equity Services, LLC

79K
Shares

$3.1 Million
0.0% of portfolio
Harbour Investments, Inc. Madison, WI

58.3K
Shares

$2.28 Million
0.07% of portfolio
Truist Financial Corp

49.9K
Shares

$1.96 Million
0.0% of portfolio

About FIRST TR EX-TRAD FD VIII CBOE

Ticker DOCT
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