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

Sowell Financial Services LLC

$2.09 Billion
Q1 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

65

Shares Held

1.67M

Call Options Held

0

Put Options Held

0

Per Stirling Capital Management, Llc. Austin, TX

215K
Shares

$8.27 Million
1.35% of portfolio
Mutual Advisors, LLC Casper, WY

183K
Shares

$7.03 Million
0.22% of portfolio
Envestnet Asset Management Inc

112K
Shares

$4.29 Million
0.0% of portfolio
Harbour Investments, Inc. Madison, WI

106K
Shares

$4.06 Million
0.17% of portfolio
Cetera Investment Advisers Schaumburg, IL

99K
Shares

$3.81 Million
0.01% of portfolio

About FIRST TR EX-TRAD FD VIII CBOE

Ticker DOCT
Sector ETFs
Industry ETFs

More about DOCT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sowell Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sowell Financial Services LLC with notifications on news.