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

Sowell Financial Services LLC

$2.1 Billion
Q3 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

74

Shares Held

2.32M

Call Options Held

0

Put Options Held

0

Advance Capital Management, Inc. Southfield, MI

428K
Shares

$17.1 Million
1.0% of portfolio
Per Stirling Capital Management, Llc. Austin, TX

210K
Shares

$8.38 Million
1.14% of portfolio
Mutual Advisors, LLC Casper, WY

163K
Shares

$6.52 Million
0.19% of portfolio
Foguth Wealth Management, Llc. Brighton, MI

152K
Shares

$6.08 Million
1.6% of portfolio
Signal Advisors Wealth, LLC Detroit, MI

136K
Shares

$5.45 Million
0.61% of portfolio

About FIRST TR EX-TRAD FD VIII CBOE

Ticker DOCT
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