Wealth Trust Asset Management, LLC First Tr Ex Trad Fd Viii Cboe Transaction History
Wealth Trust Asset Management, LLC
- $130 Million
- Q2 2025
A detailed history of Wealth Trust Asset Management, LLC transactions in First Tr Ex Trad Fd Viii Cboe stock. As of the latest transaction made, Wealth Trust Asset Management, LLC holds 12,742 shares of DOCT stock, worth $553,130. This represents 0.4% of its overall portfolio holdings.
Number of Shares
12,742
Previous 7,296
74.64%
Holding current value
$553,130
Previous $279,000
87.46%
% of portfolio
0.4%
Previous 0.21%
Shares
3 transactions
Others Institutions Holding DOCT
# of Institutions
98Shares Held
4.26MCall Options Held
0Put Options Held
0-
Armis Advisers, LLC Atlanta, GA338KShares$14.7 Million1.1% of portfolio
-
Reap Financial Group, LLC Austin, TX320KShares$13.9 Million3.09% of portfolio
-
Wood Tarver Financial Group, LLC Boise, ID317KShares$13.8 Million3.92% of portfolio
-
Commonwealth Equity Services, LLC314KShares$13.6 Million0.02% of portfolio
-
Ogorek Anthony Joseph307KShares$13.3 Million3.9% of portfolio