Holos Integrated Wealth LLC
Position in DALI — First Trust Dorsey Wright DALI Equity ETF
CIK 2080096
KENNETT SQUARE, PA
All Filings in DALI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 DALI | $73,730 | 2,650 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 DALI | $76,224 | 2,650 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 DALI | $74,655 | 2,650 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 DALI | $70,172 | 2,650 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 DALI | $63,467 | 2,650 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 DALI | $68,396 | 2,650 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||