Naviter Wealth, LLC First Tr Ex Trad Fd Viii Cboe Transaction History
Naviter Wealth, LLC
- $604 Million
- Q1 2024
A detailed history of Naviter Wealth, LLC transactions in First Tr Ex Trad Fd Viii Cboe stock. As of the latest transaction made, Naviter Wealth, LLC holds 5,750 shares of DOCT stock, worth $220,742. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,750
Previous 5,750
-0.0%
Holding current value
$220,742
Previous $209,000
3.35%
% of portfolio
0.04%
Previous 0.04%
Shares
1 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