Icon Wealth Advisors, LLC First Tr Ex Trad Fd Viii Cboe Transaction History
Icon Wealth Advisors, LLC
- $1.07 Billion
- Q1 2024
A detailed history of Icon Wealth Advisors, LLC transactions in First Tr Ex Trad Fd Viii Cboe stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 22,235 shares of DOCT stock, worth $853,601. This represents 0.08% of its overall portfolio holdings.
Number of Shares
22,235
Previous 22,235
-0.0%
Holding current value
$853,601
Previous $808,000
3.47%
% of portfolio
0.08%
Previous 0.08%
Shares
2 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