Holos Integrated Wealth LLC Innovator NASDAQ 100 Managed Floor Transaction History

Holos Integrated Wealth LLC

  • $153 Billion
  • Q1 2025
Number of Shares
161,541
Previous 150,556 7.3%
Holding current value
$4.36 Billion
Previous $4.4 Billion 0.89%
% of portfolio
2.86%
Previous 3.01%

Shares

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

Aug 08, 2025
BUY
N/A
10,985 Added 7.3%
161,541 $4.36 Billion
Q4 2024

Aug 08, 2025
BUY
N/A
150,556 New
150,556 $4.4 Billion
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