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 $775,209. This represents 0.01% of its overall portfolio holdings.

Number of Shares

18,497

Previous 40,117 53.89%

Holding current value

$775,209

Previous $1.54 Million 50.65%

% of portfolio

0.01%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	SELL	$36.35 - $41.07 $785,887 - $887,933	-21,620 Reduced 53.89%	18,497 $759,000
Q1 2025 May 05, 2025	SELL	$38.06 - $40.36 $114,560 - $121,483	-3,010 Reduced 6.98%	40,117 $1.54 Million
Q4 2024 Jan 28, 2025	BUY	$38.63 - $39.95 $1.67 Million - $1.72 Million	43,127 New	43,127 $1.7 Million
Q2 2023 Aug 08, 2023	SELL	$32.76 - $34.9 $37,313 - $39,751	-1,139 Reduced 13.84%	7,088 $247,000
Q4 2022 Jan 31, 2023	BUY	$30.46 - $32.08 $28,358 - $29,866	931 Added 12.76%	8,227 $257,000
Q2 2022 Aug 12, 2022	BUY	$30.01 - $32.74 $33,761 - $36,832	1,125 Added 18.23%	7,296 $221,000
Q1 2022 May 26, 2022	BUY	$31.5 - $33.1 $194,386 - $204,260	6,171 New	6,171 $201,000

Others Institutions Holding DOCT

# of Institutions

Shares Held

4.89M

Call Options Held

Put Options Held

View Full List

About FIRST TR EX-TRAD FD VIII CBOE

Ticker DOCT
Sector ETFs
Industry ETFs

More about DOCT

Track This Portfolio

Portfolio Update

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

News

Stay updated on Kestra Private Wealth Services, LLC with notifications on news.

Account

Kestra Private Wealth Services, LLC First Tr Ex Trad Fd Viii Cboe Transaction History