Holos Integrated Wealth LLC FIDELITY ENHANCED MID CAP ETF Transaction History

Holos Integrated Wealth LLC

  • $179 Billion
  • Q4 2025
Number of Shares
3,174
Previous 2,279 39.27%
Holding current value
$116 Million
Previous $79.6 Million 46.13%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Jan 05, 2026
BUY
N/A
895 Added 39.27%
3,174 $116 Million
Q3 2025

Jan 05, 2026
BUY
N/A
1,079 Added 89.92%
2,279 $79.6 Million
Q2 2025

Aug 13, 2025
BUY
N/A
1,200 New
1,200 $41.6 Million
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