Sowell Financial Services LLC First Tr Ex Trad Fd Viii Cboe Transaction History

Sowell Financial Services LLC

$1.85 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 05, 2021	SELL	$31.59 - $32.2 $31,274 - $31,878	-990 Closed	0 $0
Q1 2021 May 07, 2021	BUY	$30.71 - $31.57 $30,402 - $31,254	990 New	990 $32,000

Others Institutions Holding DOCT

# of Institutions

84

Shares Held

3.31M

Call Options Held

0

Put Options Held

0

Advance Capital Management, Inc. Southfield, MI

428K
Shares

$17.2 Million
1.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

321K
Shares

$12.9 Million
0.0% of portfolio
Per Stirling Capital Management, Llc. Austin, TX

204K
Shares

$8.21 Million
1.14% of portfolio
Mutual Advisors, LLC Casper, WY

163K
Shares

$6.56 Million
0.19% of portfolio
Foguth Wealth Management, Llc. Brighton, MI

152K
Shares

$6.13 Million
1.6% of portfolio

About FIRST TR EX-TRAD FD VIII CBOE

Ticker DOCT
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