Holos Integrated Wealth LLC Vanguard Value ETF Transaction History
Holos Integrated Wealth LLC
- $153 Billion
- Q1 2025
A detailed history of Holos Integrated Wealth LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Holos Integrated Wealth LLC holds 4,003 shares of VTV stock, worth $712,493. This represents 0.45% of its overall portfolio holdings.
Number of Shares
4,003
Previous 4,369
8.38%
Holding current value
$712,493
Previous $740 Million
6.52%
% of portfolio
0.45%
Previous 0.51%
Shares
2 transactions
Others Institutions Holding VTV
# of Institutions
2,645Shares Held
563MCall Options Held
182KPut Options Held
65.4K-
Bank Of America Corp Charlotte, NC124MShares$22.1 Billion1.77% of portfolio
-
Jones Financial Companies Lllp54.1MShares$9.63 Billion8.4% of portfolio
-
Morgan Stanley New York, NY32.1MShares$5.72 Billion0.41% of portfolio
-
Envestnet Asset Management Inc20.8MShares$3.7 Billion1.13% of portfolio
-
Ubs Group Ag13.4MShares$2.39 Billion0.44% of portfolio