Holos Integrated Wealth LLC Fidelity Enhanced Small Cap Transaction History

Holos Integrated Wealth LLC

  • $153 Billion
  • Q1 2025
Number of Shares
148,326
Holding current value
$4.37 Billion
% of portfolio
2.87%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Aug 08, 2025
BUY
N/A
148,326 New
148,326 $4.37 Billion
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