Icon Wealth Partners, LLC First Tr Ex Trad Fd Viii Cboe Transaction History
Icon Wealth Partners, LLC
- $878 Million
- Q3 2023
A detailed history of Icon Wealth Partners, LLC transactions in First Tr Ex Trad Fd Viii Cboe stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 23,617 shares of DOCT stock, worth $906,656. This represents 0.09% of its overall portfolio holdings.
Number of Shares
23,617
Previous 23,645
0.12%
Holding current value
$906,656
Previous $825,000
0.97%
% of portfolio
0.09%
Previous 0.09%
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