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

Holistic Planning, LLC

  • $381 Billion
  • Q3 2025

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 11,777 shares of DOCT stock, worth $514,301. This represents 0.13% of its overall portfolio holdings.

Number of Shares
11,777
Previous 11,777 -0.0%
Holding current value
$514,301
Previous $484 Million 5.2%
% of portfolio
0.13%
Previous 0.14%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$38.06 - $40.36 $1,903 - $2,018
50 Added 0.43%
11,777 $452 Million
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
96
Shares Held
3.43M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EX-TRAD FD VIII CBOE

DOCT Quotes by TradingView
  • Ticker DOCT
  • Sector ETFs
  • Industry ETFs
More about DOCT
Track This Portfolio

Track Holistic Planning, LLC Portfolio

Follow Holistic Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Holistic Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Holistic Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email