Orion Portfolio Solutions, LLC First Tr Ex Trad Fd Viii Cboe Transaction History
Orion Portfolio Solutions, LLC
- $8.89 Billion
- Q1 2024
A detailed history of Orion Portfolio Solutions, LLC transactions in First Tr Ex Trad Fd Viii Cboe stock. As of the latest transaction made, Orion Portfolio Solutions, LLC holds 5,742 shares of DOCT stock, worth $220,435. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,742
Previous 6,170
6.94%
Holding current value
$220,435
Previous $224,000
3.57%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DOCT
# of Institutions
65Shares Held
1.67MCall Options Held
0Put Options Held
0-
Per Stirling Capital Management, Llc. Austin, TX215KShares$8.26 Million1.35% of portfolio
-
Mutual Advisors, LLC Casper, WY183KShares$7.02 Million0.22% of portfolio
-
Envestnet Asset Management Inc112KShares$4.29 Million0.0% of portfolio
-
Harbour Investments, Inc. Madison, WI106KShares$4.05 Million0.17% of portfolio
-
Cetera Investment Advisers Schaumburg, IL99KShares$3.8 Million0.01% of portfolio