Smart Wealth LLC First Tr Ex Trad Fd Viii Cboe Transaction History

Smart Wealth LLC

$255 Billion
Q3 2024

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 17,573 shares of DOCT stock, worth $699,581. This represents 0.27% of its overall portfolio holdings.

Number of Shares

17,573

Previous 13,005 35.12%

Holding current value

$699,581

Previous $499 Million 37.38%

% of portfolio

0.27%

Previous 0.2%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Dec 13, 2024	BUY	$37.92 - $39.03 $173,218 - $178,289	4,568 Added 35.12%	17,573 $686 Million
Q2 2024 Dec 13, 2024	BUY	$37.2 - $38.39 $259,916 - $268,230	6,987 Added 116.1%	13,005 $499 Million
Q1 2024 Dec 13, 2024	BUY	$36.12 - $37.62 $217,370 - $226,397	6,018 New	6,018 $226 Million
Q4 2023 Dec 13, 2024	SELL	$33.71 - $36.4 $2.2 Million - $2.37 Million	-65,146 Closed	0 $0
Q3 2023 Dec 13, 2024	BUY	$34.49 - $35.64 $143,995 - $148,797	4,175 Added 6.85%	65,146 $2.25 Billion
Q2 2023 Dec 13, 2024	SELL	$32.76 - $34.9 $1.24 Million - $1.33 Million	-37,988 Reduced 38.39%	60,971 $2.13 Billion
Q1 2023 Dec 13, 2024	SELL	$31.12 - $32.94 $565,854 - $598,948	-18,183 Reduced 15.52%	98,959 $3.25 Billion
Q4 2022 Dec 13, 2024	BUY	$30.46 - $32.08 $3.57 Million - $3.76 Million	117,142 New	117,142 $3.67 Billion

Others Institutions Holding DOCT

# of Institutions

Shares Held

1.41M

Call Options Held

Put Options Held

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About FIRST TR EX-TRAD FD VIII CBOE

Ticker DOCT
Sector ETFs
Industry ETFs

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