New Edge Wealth, LLC First Tr Ex Trad Fd Viii Cboe Transaction History
New Edge Wealth, LLC
- $4.52 Billion
- Q2 2024
A detailed history of New Edge Wealth, LLC transactions in First Tr Ex Trad Fd Viii Cboe stock. As of the latest transaction made, New Edge Wealth, LLC holds 49,672 shares of DOCT stock, worth $1.94 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
49,672
Previous 50,819
2.26%
Holding current value
$1.94 Million
Previous $1.91 Million
0.26%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding DOCT
# of Institutions
65Shares Held
1.62MCall Options Held
0Put Options Held
0-
Per Stirling Capital Management, Llc. Austin, TX210KShares$8.18 Million1.3% of portfolio
-
Mutual Advisors, LLC Casper, WY172KShares$6.72 Million0.2% of portfolio
-
Envestnet Asset Management Inc117KShares$4.57 Million0.0% of portfolio
-
Harbour Investments, Inc. Madison, WI99.3KShares$3.87 Million0.13% of portfolio
-
Cetera Investment Advisers Schaumburg, IL83.7KShares$3.27 Million0.01% of portfolio