Kestra Private Wealth Services, LLC First Tr Ex Trad Fd Viii Cboe Transaction History
Kestra Private Wealth Services, LLC
- $6.57 Billion
- Q2 2025
A detailed history of Kestra Private Wealth Services, LLC transactions in First Tr Ex Trad Fd Viii Cboe stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 18,497 shares of DOCT stock, worth $803,324. This represents 0.01% of its overall portfolio holdings.
Number of Shares
18,497
Previous 40,117
53.89%
Holding current value
$803,324
Previous $1.54 Million
50.65%
% of portfolio
0.01%
Previous 0.03%
Shares
7 transactions
Others Institutions Holding DOCT
# of Institutions
96Shares Held
4.04MCall Options Held
0Put Options Held
0-
Armis Advisers, LLC Atlanta, GA338KShares$14.7 Million1.1% of portfolio
-
Reap Financial Group, LLC Austin, TX320KShares$13.9 Million3.09% of portfolio
-
Wood Tarver Financial Group, LLC Boise, ID317KShares$13.8 Million3.92% of portfolio
-
Ogorek Anthony Joseph307KShares$13.3 Million3.9% of portfolio
-
Foguth Wealth Management, Llc. Brighton, MI288KShares$12.5 Million2.53% of portfolio