Icon Wealth Advisors, LLC First Tr Ex Trad Fd Viii Cboe Transaction History

Icon Wealth Advisors, LLC

$1.18 Billion
Q1 2025

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 20,685 shares of DOCT stock, worth $862,564. This represents 0.07% of its overall portfolio holdings.

Number of Shares

20,685

Previous 21,140 2.15%

Holding current value

$862,564

Previous $832,000 4.69%

% of portfolio

0.07%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$38.06 - $40.36 $17,317 - $18,363	-455 Reduced 2.15%	20,685 $793,000
Q4 2024 Feb 14, 2025	SELL	$38.63 - $39.95 $3,051 - $3,156	-79 Reduced 0.37%	21,140 $832,000
Q3 2024 Nov 14, 2024	BUY	$37.92 - $39.03 $791,883 - $815,063	20,883 Added 6215.18%	21,219 $828,000
Q3 2024 Nov 12, 2024	SELL	$37.92 - $39.03 $791,883 - $815,063	-20,883 Reduced 98.42%	336 $13,000
Q2 2024 Aug 14, 2024	SELL	$37.2 - $38.39 $37,795 - $39,004	-1,016 Reduced 4.57%	21,219 $814,000
Q4 2023 Feb 14, 2024	SELL	$33.71 - $36.4 $47,531 - $51,324	-1,410 Reduced 5.96%	22,235 $808,000
Q4 2022 Feb 14, 2023	BUY	$30.46 - $32.08 $720,226 - $758,531	23,645 New	23,645 $740,000

Others Institutions Holding DOCT

# of Institutions

Shares Held

4.75M

Call Options Held

Put Options Held

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About FIRST TR EX-TRAD FD VIII CBOE

Ticker DOCT
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Icon Wealth Advisors, LLC First Tr Ex Trad Fd Viii Cboe Transaction History