Smart Wealth LLC First Tr Ex Trad Fd Viii Cboe Transaction History
Smart Wealth LLC
- $319 Billion
- Q2 2025
A detailed history of Smart Wealth LLC transactions in First Tr Ex Trad Fd Viii Cboe stock. As of the latest transaction made, Smart Wealth LLC holds 34,096 shares of DOCT stock, worth $1.46 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
34,096
Previous 35,364
3.59%
Holding current value
$1.46 Million
Previous $1.36 Billion
3.25%
% of portfolio
0.44%
Previous 0.49%
Shares
11 transactions
Others Institutions Holding DOCT
# of Institutions
98Shares Held
5.13MCall Options Held
0Put Options Held
0-
Advance Capital Management, Inc. Southfield, MI617KShares$26.4 Million1.55% of portfolio
-
Armis Advisers, LLC Atlanta, GA338KShares$14.5 Million1.1% of portfolio
-
Reap Financial Group, LLC Austin, TX320KShares$13.7 Million3.09% of portfolio
-
Wood Tarver Financial Group, LLC Boise, ID317KShares$13.6 Million3.92% of portfolio
-
Commonwealth Equity Services, LLC314KShares$13.4 Million0.02% of portfolio