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 $903,350. This represents 0.09% of its overall portfolio holdings.
Number of Shares
23,617
Previous 23,645
0.12%
Holding current value
$903,350
Previous $825,000
0.97%
% of portfolio
0.09%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding DOCT
# of Institutions
89Shares Held
4.48MCall Options Held
0Put Options Held
0-
Armis Advisers, LLC Atlanta, GA560KShares$21.4 Million2.7% of portfolio
-
Reap Financial Group, LLC Austin, TX557KShares$21.3 Million5.44% of portfolio
-
Advance Capital Management, Inc. Southfield, MI428KShares$16.4 Million1.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL321KShares$12.3 Million0.0% of portfolio
-
Per Stirling Capital Management, Llc. Austin, TX204KShares$7.8 Million1.14% of portfolio