Holos Integrated Wealth LLC First Trust Dorsey Wright Focu Transaction History
Holos Integrated Wealth LLC
- $166 Billion
- Q2 2025
A detailed history of Holos Integrated Wealth LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Holos Integrated Wealth LLC holds 378 shares of FV stock, worth $23,005. This represents 0.01% of its overall portfolio holdings.
Number of Shares
378
Previous 378
-0.0%
Holding current value
$23,005
Previous $20.7 Million
10.08%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding FV
# of Institutions
346Shares Held
43.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.23MShares$379 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.42MShares$269 Million0.09% of portfolio
-
Wells Fargo & Company San Francisco, CA3.93MShares$239 Million0.05% of portfolio
-
Commonwealth Equity Services, LLC2.85MShares$174 Million0.22% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.36MShares$144 Million0.05% of portfolio