Smart Wealth LLC First Tr Ex Trad Fd Viii Cboe Transaction History
Smart Wealth LLC
- $279 Billion
- Q1 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 35,364 shares of DOCT stock, worth $1.36 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
35,364
Previous 43,809
19.28%
Holding current value
$1.36 Million
Previous $1.72 Billion
21.37%
% of portfolio
0.49%
Previous 0.61%
Shares
10 transactions
Others Institutions Holding DOCT
# of Institutions
91Shares Held
4.74MCall Options Held
0Put Options Held
0-
Advance Capital Management, Inc. Southfield, MI685KShares$26.3 Million1.58% of portfolio
-
Armis Advisers, LLC Atlanta, GA560KShares$21.5 Million2.7% of portfolio
-
Reap Financial Group, LLC Austin, TX557KShares$21.4 Million5.44% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL321KShares$12.3 Million0.0% of portfolio
-
Per Stirling Capital Management, Llc. Austin, TX204KShares$7.83 Million1.14% of portfolio