Holos Integrated Wealth LLC Ishares Tr Transaction History

Holos Integrated Wealth LLC

$153 Billion
Q1 2025

Number of Shares

0

Previous 0 NaN%

Holding current value

$0

Previous $18,000 5.56%

% of portfolio

0.0%

Previous 0.0%

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Aug 08, 2025	BUY	$90.37 - $94.08 $0 - $0	0 New	0 $19,000
Q4 2024 Aug 08, 2025	BUY	$91.26 - $95.82 $0 - $0	0 New	0 $18,000

Others Institutions Holding MBB

# of Institutions

1,049

Shares Held

369M

Call Options Held

615K

Put Options Held

48K

Bank Of America Corp Charlotte, NC

62.5M
Shares

$5.85 Billion
0.48% of portfolio
Jpmorgan Chase & CO New York, NY

50.8M
Shares

$4.75 Billion
0.37% of portfolio
Envestnet Asset Management Inc

26.8M
Shares

$2.5 Billion
0.77% of portfolio
Lpl Financial LLC Fort Mill, SC

24.3M
Shares

$2.27 Billion
0.92% of portfolio
Tiaa Trust, National Association Charlotte, NC

24M
Shares

$2.24 Billion
5.9% of portfolio

About ISHARES TR

Ticker MBB
Sector ETFs
Industry ETFs

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