Naviter Wealth, LLC First Tr Ex Trad Fd Viii Cboe Transaction History

Naviter Wealth, LLC

$795 Million
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 05, 2024	BUY	$33.71 - $36.4 $193,832 - $209,300	5,750 New	5,750 $209,000

Others Institutions Holding DOCT

# of Institutions

99

Shares Held

5.43M

Call Options Held

0

Put Options Held

0

Advance Capital Management, Inc. Southfield, MI

617K
Shares

$26.1 Million
1.55% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

358K
Shares

$15.1 Million
0.03% of portfolio
Armis Advisers, LLC Atlanta, GA

338K
Shares

$14.3 Million
1.1% of portfolio
Reap Financial Group, LLC Austin, TX

320K
Shares

$13.5 Million
3.09% of portfolio
Wood Tarver Financial Group, LLC Boise, ID

317K
Shares

$13.4 Million
3.92% of portfolio

About FIRST TR EX-TRAD FD VIII CBOE

Ticker DOCT
Sector ETFs
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