Holistic Planning, LLC First Tr Ex Trad Fd Viii Cboe Transaction History

Holistic Planning, LLC

$276 Billion
Q4 2024

A detailed history of Holistic Planning, LLC transactions in First Tr Ex Trad Fd Viii Cboe stock. As of the latest transaction made, Holistic Planning, LLC holds 11,727 shares of DOCT stock, worth $468,728. This represents 0.17% of its overall portfolio holdings.

Number of Shares

11,727

Holding current value

$468,728

% of portfolio

0.17%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 24, 2025	BUY	$38.63 - $39.95 $453,014 - $468,493	11,727 New	11,727 $462 Million

Others Institutions Holding DOCT

# of Institutions

Shares Held

2.4M

Call Options Held

Put Options Held

Advance Capital Management, Inc. Southfield, MI

428K
Shares

$17.1 Million
1.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

321K
Shares

$12.8 Million
0.0% of portfolio
Per Stirling Capital Management, Llc. Austin, TX

210K
Shares

$8.39 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

$6.09 Million
1.6% of portfolio

View Full List

About FIRST TR EX-TRAD FD VIII CBOE

Ticker DOCT
Sector ETFs
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Holistic Planning, LLC First Tr Ex Trad Fd Viii Cboe Transaction History