Holos Integrated Wealth LLC Fidelity Enhanced Small Cap Transaction History

Holos Integrated Wealth LLC

  • $166 Billion
  • Q2 2025
Number of Shares
152,530
Previous 148,326 2.83%
Holding current value
$5.07 Billion
Previous $4.37 Billion 15.85%
% of portfolio
3.05%
Previous 2.87%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
N/A
4,204 Added 2.83%
152,530 $5.07 Billion
Q1 2025

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

Track Holos Integrated Wealth LLC Portfolio

Follow Holos Integrated Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Holos Integrated Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Holos Integrated Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email