Mc Kinley Carter Wealth Services, Inc. First Tr Ex Trad Fd Viii Cboe Transaction History
Mc Kinley Carter Wealth Services, Inc.
- $1.47 Billion
- Q1 2024
A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in First Tr Ex Trad Fd Viii Cboe stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 23,866 shares of DOCT stock, worth $916,215. This represents 0.06% of its overall portfolio holdings.
Number of Shares
23,866
Previous 21,866
9.15%
Holding current value
$916,215
Previous $795,000
12.83%
% of portfolio
0.06%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding DOCT
# of Institutions
65Shares Held
1.67MCall Options Held
0Put Options Held
0-
Per Stirling Capital Management, Llc. Austin, TX215KShares$8.26 Million1.35% of portfolio
-
Mutual Advisors, LLC Casper, WY183KShares$7.02 Million0.22% of portfolio
-
Envestnet Asset Management Inc112KShares$4.29 Million0.0% of portfolio
-
Harbour Investments, Inc. Madison, WI106KShares$4.05 Million0.17% of portfolio
-
Cetera Investment Advisers Schaumburg, IL99KShares$3.8 Million0.01% of portfolio