New Edge Wealth, LLC First Tr Ex Trad Fd Viii Cboe Transaction History
New Edge Wealth, LLC
- $5.97 Billion
- Q2 2025
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 55,119 shares of DOCT stock, worth $2.33 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
55,119
Previous 48,542
13.55%
Holding current value
$2.33 Million
Previous $1.86 Million
21.6%
% of portfolio
0.04%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding DOCT
# of Institutions
98Shares Held
5.36MCall Options Held
0Put Options Held
0-
Advance Capital Management, Inc. Southfield, MI617KShares$26.1 Million1.55% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ358KShares$15.1 Million0.03% of portfolio
-
Armis Advisers, LLC Atlanta, GA338KShares$14.3 Million1.1% of portfolio
-
Reap Financial Group, LLC Austin, TX320KShares$13.5 Million3.09% of portfolio
-
Wood Tarver Financial Group, LLC Boise, ID317KShares$13.4 Million3.92% of portfolio