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

Icon Wealth Advisors, LLC

  • $3.4 Billion
  • Q3 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 336 shares of DOCT stock, worth $13,376. This represents 0.0% of its overall portfolio holdings.

Number of Shares
336
Previous 21,219 98.42%
Holding current value
$13,376
Previous $814,000 98.4%
% of portfolio
0.0%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
62
Shares Held
1.41M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EX-TRAD FD VIII CBOE

DOCT Quotes by TradingView
  • Ticker DOCT
  • Sector ETFs
  • Industry ETFs
More about DOCT
Track This Portfolio

Track Icon Wealth Advisors, LLC Portfolio

Follow Icon Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Icon Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Icon Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email