Keystone Wealth Services, LLC First Tr Ex Trad Fd Viii Cboe Transaction History
Keystone Wealth Services, LLC
- $379 Million
- Q2 2025
A detailed history of Keystone Wealth Services, LLC transactions in First Tr Ex Trad Fd Viii Cboe stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 7,331 shares of DOCT stock, worth $307,242. This represents 0.08% of its overall portfolio holdings.
Number of Shares
7,331
Previous 7,331
-0.0%
Holding current value
$307,242
Previous $281,000
7.12%
% of portfolio
0.08%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding DOCT
# of Institutions
99Shares Held
4.89MCall Options Held
0Put Options Held
0-
Advance Capital Management, Inc. Southfield, MI617KShares$25.9 Million1.55% of portfolio
-
Armis Advisers, LLC Atlanta, GA338KShares$14.2 Million1.1% of portfolio
-
Reap Financial Group, LLC Austin, TX320KShares$13.4 Million3.09% of portfolio
-
Commonwealth Equity Services, LLC314KShares$13.1 Million0.02% of portfolio
-
Ogorek Anthony Joseph307KShares$12.9 Million3.9% of portfolio