Wealth Trust Asset Management, LLC First Tr Ex Trad Fd Viii Cboe Transaction History
Wealth Trust Asset Management, LLC
- $139 Million
- Q3 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 $556,443. This represents 0.4% of its overall portfolio holdings.
Number of Shares
12,742
Previous 12,742
-0.0%
Holding current value
$556,443
Previous $523,000
5.16%
% of portfolio
0.4%
Previous 0.4%
Shares
3 transactions
Others Institutions Holding DOCT
# of Institutions
96Shares Held
3.43MCall Options Held
0Put Options Held
0-
Ogorek Anthony Joseph304KShares$13.3 Million3.75% of portfolio
-
Reap Financial Group, LLC Austin, TX302KShares$13.2 Million2.83% of portfolio
-
Foguth Wealth Management, Llc. Brighton, MI288KShares$12.6 Million2.53% of portfolio
-
Wood Tarver Financial Group, LLC Boise, ID272KShares$11.9 Million3.47% of portfolio
-
Mutual Advisors, LLC Casper, WY150KShares$6.56 Million0.15% of portfolio