Holos Integrated Wealth LLC Innovator NASDAQ 100 Managed Floor Transaction History

Holos Integrated Wealth LLC

  • $166 Billion
  • Q2 2025
Number of Shares
164,066
Previous 161,541 1.56%
Holding current value
$5.2 Billion
Previous $4.36 Billion 19.12%
% of portfolio
3.13%
Previous 2.86%

Shares

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

Aug 13, 2025
BUY
N/A
2,525 Added 1.56%
164,066 $5.2 Billion
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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