Holos Integrated Wealth LLC Purchases and Sells in Q1 2025

Holos Integrated Wealth LLC

  • $153 Billion
  • Q1 2025

Top Buys

Incresed Positions

15 operations
Stock Shares change Price Range Shares Held Trade History
LEGACY ED INC COM
719K
+ 239.78%
N/A
1.02M $7.31B
8.09K
+ 16.42%
$106.44 - $113.12 $861K - $915K
57.4K $6.27B
25K
+ 4.9%
$24.5 - $24.95 $613K - $625K
536K $13.3B
14.6K
+ 5.25%
$43.63 - $46.01 $635K - $669K
292K $12.9B
2.31K
+ 5.59%
$47.4 - $52.99 $109K - $122K
43.5K $2.21B
2.21K
+ 169.53%
$64.98 - $124.62 $144K - $276K
3.52K $297M
View all

New Holdings

9 operations
Stock Shares change Price Range Shares Held Trade History
118K
New
$49.52 - $50.2 $5.86M - $5.94M
118K $5.93B
124K
New
$44.41 - $45.98 $5.51M - $5.71M
124K $5.67B
Fidelity Enhanced Small Cap
148K
New
N/A
148K $4.37B
130K
New
$31.31 - $31.89 $4.07M - $4.14M
130K $4.07B
68.4K
New
$39.97 - $48.7 $2.73M - $3.33M
68.4K $2.73B
29K
New
$57.11 - $62.4 $1.66M - $1.81M
29K $1.75B
View all

Top Sells

Reduced Positions

55 operations
Stock Shares change Price Range Shares Held Trade History
-22.7K
- 67.92%
$217.89 - $252.64 $4.95M - $5.73M
10.7K $2.38B
-82.9K
- 78.45%
$48.33 - $49.5 $4.01M - $4.1M
22.8K $1.11B
-20K
- 34.99%
$135.83 - $151.73 $2.72M - $3.04M
37.2K $5.11B
-67.9K
- 71.45%
$42.4 - $44.11 $2.88M - $3M
27.1K $1.19B
-57.4K
- 80.87%
$42.5 - $46.71 $2.44M - $2.68M
13.6K $614M
-24.4K
- 79.33%
$100.32 - $100.76 $2.45M - $2.46M
6.36K $640M
View all

Sold Out

8 operations
Stock Shares change Price Range Shares Held Trade History
-630
Closed
$47.88 - $54.65 $30.2K - $34.4K
0 $0
-475
Closed
$48.18 - $52.11 $22.9K - $24.8K
0 $0
-12
Closed
$828.4 - $1058.6 $9.94K - $12.7K
0 $0
-351
Closed
$23.9 - $27.67 $8.39K - $9.71K
0 $0
-451
Closed
$18.92 - $22.24 $8.53K - $10K
0 $0
-100
Closed
$30.38 - $34.94 $3.04K - $3.49K
0 $0
View all
Activity Summary
Buys All Purchases 24 New Holdings 9 Increased Positions 15 Sells All Sells 63 Reductions 55 Sold out 8 Options Calls 0 Puts 0
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