Holos Integrated Wealth LLC LEGACY ED INC COM Transaction History

Holos Integrated Wealth LLC

  • $179 Billion
  • Q4 2025
Number of Shares
934,353
Previous 934,353 -0.0%
Holding current value
$9.67 Billion
Previous $8.63 Billion 12.01%
% of portfolio
5.4%
Previous 5.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Jan 05, 2026
SELL
N/A
-69,000 Reduced 6.88%
934,353 $8.63 Billion
Q2 2025

Aug 13, 2025
SELL
N/A
-16,000 Reduced 1.57%
1,003,353 $10.9 Billion
Q1 2025

Aug 08, 2025
BUY
N/A
719,353 Added 239.78%
1,019,353 $7.31 Billion
Q4 2024

Aug 08, 2025
BUY
N/A
300,000 New
300,000 $2.5 Billion
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