Holos Integrated Wealth LLC Innovator NASDAQ 100 Managed Floor Transaction History

Holos Integrated Wealth LLC

  • $179 Billion
  • Q4 2025
Number of Shares
156,310
Previous 166,351 6.04%
Holding current value
$5.35 Billion
Previous $5.46 Billion 1.98%
% of portfolio
2.99%
Previous 3.21%

Shares

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

Jan 05, 2026
SELL
N/A
-10,041 Reduced 6.04%
156,310 $5.35 Billion
Q3 2025

Jan 05, 2026
BUY
N/A
2,285 Added 1.39%
166,351 $5.46 Billion
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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