Winnow Wealth LLC First Tr Ex Trad Fd Viii Cboe Transaction History

Winnow Wealth LLC

$128 Billion
Q3 2025

A detailed history of Winnow Wealth LLC transactions in First Tr Ex Trad Fd Viii Cboe stock. As of the latest transaction made, Winnow Wealth LLC holds 2,528 shares of DOCT stock, worth $110,397. This represents 0.09% of its overall portfolio holdings.

Number of Shares

2,528

Holding current value

$110,397

% of portfolio

0.09%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$41.02 - $43.2 $103,698 - $109,209	2,528 New	2,528 $111 Million
Q2 2025 Aug 12, 2025	SELL	$36.35 - $41.07 $5.58 Million - $6.3 Million	-153,503 Closed	0 $0
Q1 2025 Aug 26, 2025	BUY	$38.06 - $40.36 $5.44 Million - $5.77 Million	143,042 New	143,042 $5.49 Billion
Q4 2024 Aug 21, 2025	BUY	$38.63 - $39.95 $5.93 Million - $6.13 Million	153,503 New	153,503 $6.04 Billion

Others Institutions Holding DOCT

# of Institutions

Shares Held

3.43M

Call Options Held

Put Options Held

Ogorek Anthony Joseph

304K
Shares

$13.3 Million
3.75% of portfolio
Reap Financial Group, LLC Austin, TX

302K
Shares

$13.2 Million
2.83% of portfolio
Wood Tarver Financial Group, LLC Boise, ID

272K
Shares

$11.9 Million
3.47% of portfolio
Mutual Advisors, LLC Casper, WY

150K
Shares

$6.56 Million
0.15% of portfolio
Per Stirling Capital Management, Llc. Austin, TX

138K
Shares

$6.01 Million
0.71% of portfolio

View Full List

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 Winnow Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Winnow Wealth LLC with notifications on news.

Account