Simplicity Wealth,Llc First Tr Ex Trad Fd Viii Cboe Transaction History
Simplicity Wealth,Llc
- $1.59 Billion
- Q3 2025
A detailed history of Simplicity Wealth,Llc transactions in First Tr Ex Trad Fd Viii Cboe stock. As of the latest transaction made, Simplicity Wealth,Llc holds 4,835 shares of DOCT stock, worth $209,984. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,835
Previous 9,780
50.56%
Holding current value
$209,984
Previous $401,000
48.13%
% of portfolio
0.01%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding DOCT
# of Institutions
96Shares Held
4.04MCall Options Held
0Put Options Held
0-
Armis Advisers, LLC Atlanta, GA338KShares$14.7 Million1.1% of portfolio
-
Reap Financial Group, LLC Austin, TX320KShares$13.9 Million3.09% of portfolio
-
Wood Tarver Financial Group, LLC Boise, ID317KShares$13.8 Million3.92% of portfolio
-
Ogorek Anthony Joseph307KShares$13.3 Million3.9% of portfolio
-
Foguth Wealth Management, Llc. Brighton, MI288KShares$12.5 Million2.53% of portfolio