Holos Integrated Wealth LLC Vanguard Mid Cap ETF Transaction History
Holos Integrated Wealth LLC
- $153 Billion
- Q1 2025
A detailed history of Holos Integrated Wealth LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Holos Integrated Wealth LLC holds 27,774 shares of VO stock, worth $7.88 Million. This represents 4.71% of its overall portfolio holdings.
Number of Shares
27,774
Previous 27,766
0.03%
Holding current value
$7.88 Million
Previous $7.33 Billion
2.06%
% of portfolio
4.71%
Previous 5.01%
Shares
2 transactions
Others Institutions Holding VO
# of Institutions
2,398Shares Held
204MCall Options Held
69.3KPut Options Held
25.1K-
Wells Fargo & Company San Francisco, CA24MShares$6.79 Billion1.45% of portfolio
-
Jones Financial Companies Lllp18.4MShares$5.2 Billion4.27% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.71 Billion0.35% of portfolio
-
Creative Planning Overland Park, KS8.41MShares$2.38 Billion2.03% of portfolio
-
Morgan Stanley New York, NY8.03MShares$2.28 Billion0.15% of portfolio