Holos Integrated Wealth LLC Vanguard Value ETF Transaction History
Holos Integrated Wealth LLC
- $166 Billion
- Q2 2025
A detailed history of Holos Integrated Wealth LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Holos Integrated Wealth LLC holds 4,003 shares of VTV stock, worth $749,161. This represents 0.43% of its overall portfolio holdings.
Number of Shares
4,003
Previous 4,003
-0.0%
Holding current value
$749,161
Previous $691 Million
3.04%
% of portfolio
0.43%
Previous 0.45%
Shares
2 transactions
Others Institutions Holding VTV
# of Institutions
2,752Shares Held
586MCall Options Held
159KPut Options Held
34K-
Bank Of America Corp Charlotte, NC134MShares$25 Billion1.75% of portfolio
-
Jones Financial Companies Lllp54MShares$10.1 Billion6.9% of portfolio
-
Morgan Stanley New York, NY33.2MShares$6.22 Billion0.39% of portfolio
-
Envestnet Asset Management Inc21.9MShares$4.1 Billion1.26% of portfolio
-
Ubs Group Ag13.6MShares$2.55 Billion0.42% of portfolio