Trek Financial, LLC First Tr Ex Trad Fd Viii Cboe Transaction History
Trek Financial, LLC
- $1.21 Billion
- Q2 2024
Shares
1 transactions
Others Institutions Holding DOCT
# of Institutions
65Shares Held
1.62MCall Options Held
0Put Options Held
0-
Per Stirling Capital Management, Llc. Austin, TX210KShares$8.18 Million1.3% of portfolio
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Mutual Advisors, LLC Casper, WY172KShares$6.72 Million0.2% of portfolio
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Envestnet Asset Management Inc117KShares$4.57 Million0.0% of portfolio
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Harbour Investments, Inc. Madison, WI99.3KShares$3.87 Million0.13% of portfolio
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Cetera Investment Advisers Schaumburg, IL83.7KShares$3.27 Million0.01% of portfolio