Holos Integrated Wealth LLC First Tr ETF Vi Dorseywright D Transaction History
Holos Integrated Wealth LLC
- $153 Billion
- Q1 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 $71,523. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,650
Previous 2,650
-0.0%
Holding current value
$71,523
Previous $68.4 Million
7.21%
% of portfolio
0.04%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding DALI
# of Institutions
19Shares Held
4.11MCall Options Held
0Put Options Held
0-
Strid Group, LLC3.65MShares$98.6 Million13.79% of portfolio
-
Prospera Financial Services Inc166KShares$4.48 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC83KShares$2.24 Million0.0% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ56.7KShares$1.53 Million0.01% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ45.2KShares$1.22 Million0.0% of portfolio