New Edge Wealth, LLC First Tr Ex Trad Fd Viii Cboe Transaction History
New Edge Wealth, LLC
- $4.55 Billion
- Q1 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 50,819 shares of DOCT stock, worth $1.95 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
50,819
Previous 51,884
2.05%
Holding current value
$1.95 Million
Previous $1.89 Million
1.33%
% of portfolio
0.04%
Previous 0.05%
Shares
2 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