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

Iams Wealth Management, LLC

$164 Billion
Q1 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

65

Shares Held

1.67M

Call Options Held

0

Put Options Held

0

Per Stirling Capital Management, Llc. Austin, TX

215K
Shares

$8.26 Million
1.35% of portfolio
Mutual Advisors, LLC Casper, WY

183K
Shares

$7.02 Million
0.22% of portfolio
Envestnet Asset Management Inc

112K
Shares

$4.29 Million
0.0% of portfolio
Harbour Investments, Inc. Madison, WI

106K
Shares

$4.05 Million
0.17% of portfolio
Cetera Investment Advisers Schaumburg, IL

99K
Shares

$3.8 Million
0.01% of portfolio

About FIRST TR EX-TRAD FD VIII CBOE

Ticker DOCT
Sector ETFs
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