Keystone Wealth Services, LLC First Tr Ex Trad Fd Viii Cboe Transaction History
Keystone Wealth Services, LLC
- $418 Million
- Q3 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 $320,144. This represents 0.08% of its overall portfolio holdings.
Number of Shares
7,331
Previous 7,331
-0.0%
Holding current value
$320,144
Previous $301,000
4.98%
% of portfolio
0.08%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding DOCT
# of Institutions
100Shares Held
3.29MCall Options Held
0Put Options Held
0-
Ogorek Anthony Joseph304KShares$13.3 Million3.75% of portfolio
-
Reap Financial Group, LLC Austin, TX302KShares$13.2 Million2.83% of portfolio
-
Wood Tarver Financial Group, LLC Boise, ID272KShares$11.9 Million3.47% of portfolio
-
Mutual Advisors, LLC Casper, WY150KShares$6.56 Million0.15% of portfolio
-
Per Stirling Capital Management, Llc. Austin, TX138KShares$6.01 Million0.71% of portfolio