Holos Integrated Wealth LLC First Tr ETF Vi Dorseywright D Transaction History
Holos Integrated Wealth LLC
- $166 Billion
- Q2 2025
A detailed history of Holos Integrated Wealth LLC transactions in First Tr ETF Vi Dorseywright D stock. As of the latest transaction made, Holos Integrated Wealth LLC holds 2,650 shares of DALI stock, worth $73,537. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,650
Previous 2,650
-0.0%
Holding current value
$73,537
Previous $63.5 Million
12.63%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding DALI
# of Institutions
18Shares Held
4.1MCall Options Held
0Put Options Held
0-
Strid Group, LLC3.65MShares$101 Million13.49% of portfolio
-
Prospera Financial Services Inc160KShares$4.45 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC75KShares$2.08 Million0.0% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ56.7KShares$1.57 Million0.01% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ46.3KShares$1.28 Million0.01% of portfolio