Envestnet Portfolio Solutions, Inc. First Tr Ex Trad Fd Viii Cboe Transaction History
Envestnet Portfolio Solutions, Inc.
- $23.8 Billion
- Q3 2025
A detailed history of Envestnet Portfolio Solutions, Inc. transactions in First Tr Ex Trad Fd Viii Cboe stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 5,370 shares of DOCT stock, worth $234,507. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,370
Previous 6,045
11.17%
Holding current value
$234,507
Previous $248,000
6.85%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding DOCT
# of Institutions
99Shares Held
3.29MCall 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
-
Wood Tarver Financial Group, LLC Boise, ID272KShares$11.9 Million3.47% of portfolio
-
Mutual Advisors, LLC Casper, WY150KShares$6.56 Million0.15% of portfolio
-
Per Stirling Capital Management, Llc. Austin, TX138KShares$6.01 Million0.71% of portfolio