Holos Integrated Wealth LLC Fidelity Enhanced Small Cap Transaction History

Holos Integrated Wealth LLC

  • $179 Billion
  • Q4 2025
Number of Shares
143,571
Previous 153,984 6.76%
Holding current value
$5.46 Billion
Previous $5.47 Billion 0.04%
% of portfolio
3.05%
Previous 3.22%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 05, 2026
SELL
N/A
-10,413 Reduced 6.76%
143,571 $5.46 Billion
Q3 2025

Jan 05, 2026
BUY
N/A
1,454 Added 0.95%
153,984 $5.47 Billion
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
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