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

Holistic Planning, LLC

$295 Billion
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding DOCT

# of Institutions

93

Shares Held

4.91M

Call Options Held

0

Put Options Held

0

Advance Capital Management, Inc. Southfield, MI

685K
Shares

$27.2 Million
1.58% of portfolio
Reap Financial Group, LLC Austin, TX

487K
Shares

$19.4 Million
4.63% of portfolio
Armis Advisers, LLC Atlanta, GA

473K
Shares

$18.8 Million
1.7% of portfolio
Ogorek Anthony Joseph

310K
Shares

$12.3 Million
3.91% of portfolio
Raymond James Financial Inc St. Petersburg, FL

299K
Shares

$11.9 Million
0.0% of portfolio

About FIRST TR EX-TRAD FD VIII CBOE

Ticker DOCT
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